Abraham Okusanya at HUM London 2017
Preparing clients for the next financial crisis
At Humans Under Management London 2017, Abraham Okusanya presented on strategies for preparing clients for impending financial crises. As an experienced financial planner, Okusanya shares critical insights for advisers to enhance their client relationships.
The talk addresses the challenge of managing client expectations during market downturns. It explores how advisers can effectively prepare clients for financial volatility and the emotional responses that accompany market declines.
Key insights include:
Stress testing financial plans to account for various market conditions, ensuring clients are aware of potential risks.
Telling compelling stories about past market behaviours to help clients understand the cyclical nature of investing.
Encouraging clients to write letters to their future selves, fostering a proactive mindset about navigating market fluctuations.
Watching this video will equip financial advisers with practical tools to enhance client communication and resilience, ultimately improving client relationships during challenging market conditions.
