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Acknowledge the Emotional Impact of Market Swings

When the market is in a downturn, your role is as much about providing emotional support as it is offering investing advice. This article from MarketWatch is a great way to show your clients that you're as concerned about their emotional well-being as you are about the performance of their portfolio—and that's how your firm can earn lifetime and even generational business.

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Craig Hall

Craig Hall is founder and president of Marketing Wiz, a financial marketing firm specializing in the independent wealth management space.

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