How to Thrive as a Financial Wholesaler: “Surviving Financial Earthquakes” - Strengthening Relationships Through the Shakes
When the financial ground starts to shake, it can feel like everything you and your advisors have worked to build is suddenly about to crumble. Fear, uncertainty, and rapid change can cause even the most seasoned professionals to question their next moves.
But moments of market volatility aren't just tests — they’re also opportunities to demonstrate leadership, resilience, and unwavering support. With the right preparation, mindset, and communication, you can help your advisors stand firm, have better conversations with their clients, and even strengthen trust.
Here are two simple but powerful steps you can take to ensure that a financial earthquake doesn’t bring everything crashing down.
Take Cover
“Heads up!”
“Duck!”
“Here’s some value add!”
Providing a safe shelter for advisors during a market shake-up means advisors have better conversations with their clients and restore investor confidence.
Give advisors your support, your leadership, your communication and give them solid ground to stand on amid all the chaos.
Ride it Out
Just like you would in an actual earthquake, the best thing you and your clients can do when a financial earthquake hits is stay put and ride it out.
Remind your advisors that panicking won’t help anything and running could prove even more dangerous.
Calm down. Breathe. Remember your plan and everything you’ve put in place to ensure good outcomes in tumultuous times. Together, you’ve got this.
Market volatility happens and rumbles are a part of the landscape. But when you’re prepared for the inevitable, your relationships will thrive.
