April 2012

Interview with Investment Executive- Handling a Crisis Call

Handling a crisis call-It pays to be prepared for bad news from clients

By Fiona Collie | April 18, 2012 12:00

When a client calls to tell you he or she just got fired, you need to be ready to handle a tough conversation.

The three most common reasons why a client would call you with bad news, says Rosemary Smyth, coach and owner of Rosemary Smyth and Associates in Victoria, which specializes in coaching financial advisors, involve health issues, divorce and job loss.

© 2009 Rosemary Smyth & Associates