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Advisors Reach Out to Clients in Times of High Anxiety

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In times of high anxiety, such as war or the recent terror scare, advisors keep in touch with their clients by personally reaching out to them, according to the results of the most recent IA Poll. In a special mid-August IA Poll we asked readers: “When clients feel anxious due to war or terror how do you reach out to them?” A very large majority of advisors, 77%, say reach out to clients “through personal and electronic touches,” however none of those who took the poll say they “adjust portfolios, retreating to “safer” allocations.” Instead, 23% say that they stay with the program by holding “tight to our agreed upon allocations.”

A new IA Poll, specifically for Investment Advisors, is available on the front page of the Investment Advisor Web site at and asks: “For Investment Advisors: is your practice strictly investment management, or do you include other financial advice such as estate, tax, retirement planning, or wealth management?” As always, IA welcomes your participation.


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