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thumb-Building-Client-Management-Strategy-Market-VolatilityBear markets and market volatility stir up understandable anxiety among your clients—especially those who are approaching or already in retirement and have less runway ahead of them to recover from that market disruption. 

In these times of economic turmoil, it is important that investors and financial advisors alike remind themselves why they went through the financial planning process in the first place.

In this free online guide, we’ll:

  • Provide a blueprint for communicating with your clients to calm their worries
  • Show you how to educate your clients on best practices for managing their investments
  • Review how to take tangible steps to adapt portfolio allocations
  • Walk through the process of implementing stress tests to strengthen clients’ investment strategies in preparation for the next bear market

Fill out the form to the right to download your guide.


Complete the form to download the guide.

"The details the Covisum tools provide give our clients – and me – peace of mind. We are able to give our clients the clearest picture possible about what lies ahead in their financial future."

"Covisum’s trilogy of tools (SmartRisk™, Tax Clarity® and Social Security Timing®) have helped my firm with what can sometimes seem like a daunting task: providing a clear financial picture to clients and what various decisions mean to their investment portfolio, tax situation, and overall retirement income projections. Simply put, these tools are important conversation starters that can support the dialog every advisor should be having with their clients."