Michelle Connell, CFA and adjunct professor of Finance at University of Texas in Dallas, has some straightforward advice.
“Get your clients on the phone… and shut up!”
In other words, listen. Call and then really listen to your clients.
Connell works with both private investors, and non-profit organizations. In an era of economic instability, she has dealt with more than her fair share of frightened, anxious and angry clients.
