The Psychology of Volatility: A Market Volatility Checklist for Advisors

Market volatility can make it tough for investors to tune out irrelevant information, have the strength to stick with the plan, and resist the urge to follow a fearful herd. Morningstar’s behavioral insights team created this conversation checklist to help advisors coach their clients during market turmoil.

It covers three scenarios:
  • A client calls you to find out how to respond.
  • A client calls you, panicked.
  • A client hasn’t called. Should you be proactive?
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