Crisis Communications

Deliver Bad News to Your Clients the Right Way

Deliver Bad News to Your Clients the Right Way

Inevitably, there will be moments in your career as a financial advisor when you have to deliver bad news to clients. Whether you are facing a replay of the Brexit vote that left markets in turmoil or have made a mistake that cost your client money, it is critical that you communicate the news in a way that increases the chances that you will maintain a positive relationship with the client.