Market Volatility Call Cards
Recall client-call moves for market volatility conversations.
battlecard comparison What is the first GROW question on a panic call? Ask what the client wants protected before explaining performance. Goal comes before Reality because the same market drop can threaten income, identity, confidence, or a planned purchase. Recall "I want to move everything to cash today." Client sees a sharp drawdown before a scheduled review. Your line I hear the need for safety. Before we trade, let us confirm which dollars must be safe and which trigger would justify changing the policy. Do not argue with a chart before naming the client safety goal. The line validates concern…
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