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Client Reassurance

Reassurance – what ever name you or your clients give it, reassurance is something everyone needs at some point in time. In financial planning, it does not matter if you have explained everything, organized thoroughly and covered every eventuality. Clients still want to know that they are going to be OK.

Uncertainty makes planning difficult. Fear is a big motivator and it is never far away for most clients (and their advisers). What you can do as an adviser is to take steps designed to help alleviate the fear and to hopefully show clients that these types of steps have worked for others – and so should presumably work for them, too.

Clients will want to know that you have thought about and planned for the things that worry them. Knowing that helps with client confidence and in turn makes clients stickier, the relationship better.

Another aspect involves the situation where clients need to handle an unfamiliar task which seems complex and perhaps risky. Most clients will need some hand holding and guidance to be certain that things are done correctly and will come out all right.

It is worth taking the time to provide reassurance to your clients. It is a hallmark of interest in the client and of good customer service by you as their adviser. 

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