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It’s time…to have the (coronavirus) talk with your clients

It’s difficult to listen or read any vaguely news related report or look at any social media right now and not hear something about the coronavirus. Casual conversations frequently drift to talking about it, rife with opinions and advice on how to “protect” against it. Markets around the world have reacted negatively to coronavirus (Covid-19) fears, production slowdowns and other factors related to the virus. Here at Optima Group, we are keeping a close eye on the situation and making preparations to ensure work continuity in case we are impacted.  

Let your clients know you’re there for them
When the going gets tough, that’s often when your clients most want to hear from you. A variety of studies, as well as anecdotal evidence, point out the importance of client communication, particularly during periods of uncertainty. Take this opportunity to let your clients know you are closely following the situation and ready to make any moves or adjustments necessary. Reinforce the idea that you are not there just to manage their money, but to help them with a holistic approach to navigating life’s challenges. Your clients will appreciate it and be reminded of the strong relationship you have with them.