Video Transcript

Today, in this brief video, I want to discuss a few ways that financial advisors can use market volatility to attract more high net worth clients. 

Market volatility creates uncertainty in the minds of investors. 

Lead these investors with education and insight. As an example, leverage our marketing commentary to explain what is happening, why it matters, and what investors should be doing about it. High net worth investors are deeply concerned about protecting their wealth. 

Use this opportunity to discuss risk management and what your process is. Consider incorporating financial planning tools, such as scenario planning, stress test analysis, and downside protection. 

These can be very, very effective in your discussions. 

Also, on the subject of investing, discuss a multi asset class approach. Popularized by institutions, this approach typically preserves well in down markets. 

And where appropriate, a conversation about more unique investments like alternatives can be quite enlightening and how those alternatives have a different return stream compared to that of publicly traded investments. 

Lastly, use market volatility to position yourself as a behavioral coach. In chaotic times, emotions can be very, very high. Be a steady guide who keeps clients focused and avoids costly mistakes. My name is Tom Wilson, and I'm the head of wealth advisory. Thank you for listening to today's video. Wealth advisory partners with financial advisors who have clients that have a million or more in investable assets. 

We provide an exceptional high net worth experience, featuring investments that are tailored to meet the needs of these clients. 

If you would like to learn more about how wealth advisory can help you attract more high net worth clients, please reach out to a member of the Orion wealth management team. 

Thank you.

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Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

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