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For many people, the thought of visiting the dentist evokes feelings of anxiety and apprehension. Having recently dragged myself kicking and screaming for a long overdue dental check-up I was sitting in the dental chair, with my mouth open and my eyes tightly shut, I heard the dentist say, ‘all ok here’ and I immediately relaxed. It got me thinking of our roles as advisers.

Many clients who come to us for the first time are nervous and it has taken some effort for them to make it to the first meeting. After a look at their financial landscape, if we can give clients comfort, I believe now is the time to do it. In times of uncertainty and volatility, hearing the words “it will be okay” from your financial adviser can provide a much-needed sense of comfort and reassurance. Yet, behind these seemingly simple words lie profound implications for both the adviser and the client.

While offering reassurance is important, it’s essential that as advisers, we strike a balance between optimism and realism. In our experience clients value honesty and transparency from us. Our words matter and there is a big difference in saying ‘you are ok’ and ‘it will be ok’ and it’s important to be clear on what message we are delivering.

By combining empathy with a realistic assessment of the situation, advisers can provide clients with the support and guidance they need to make informed decisions and navigate turbulent financial waters with confidence and resilience.

So, the next time you hear your adviser say, “it will be okay,” take comfort in knowing that you’re not alone on your financial journey, and they will work with you to weather the storms that comes your way.

Before we arrange a discovery video call, to help us understand your why, and to ensure the discovery meeting is meaningful, please answer our Getting to Know You Questionnaire.

Click the link to get started:  Fenrir Financial – Getting to Know You Questionnaire