The Living Fully Series for Advisors Part 2: Acknowledge fear, worry and anxiety and honestly answer the question: “How are you doing?”

Do you notice that when clients call they are often worried about you? They understand how challenging the current environment is for everyone, including their advisor. Because you have built relationships of trust and care, they respond in kind and want to make sure you are okay.

Do you ever feel funny responding to their questions because you aren’t sure if you should admit to feeling anxious, scared, or worried? You are supposed to be the professional who has the markets, the economy, and their portfolio totally under control. However, that simple question of care and concern – “How are