In this week’s episode of IFA Talk, we unpack one of the biggest challengers facing advisers; helping clients stay calm when markets become uncertain.
In such turbulent times, good advice really matters, not just in terms of building financial plans, but in helping clients manage the emotional side of investing and avoid making mistakes from short-term overreactions.
This week, James Sullivan, Head of Partnerships at Tyndall Investment Management, joins us to discuss how advisers can prepare clients for turbulent periods, communicate effectively during uncertainty, and keep conversations focused on long-term outcomes.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!
James Sullivan
James joined Tyndall Investment Management in 2020 to develop the firm’s Partnerships franchise which provides discretionary investment management to financial advisers. James has worked in financial services since 1999 as a founding member of iimia plc. The business witnessed material growth and corporate activity and is now known as Premier Miton Investors.
James was co-manager of the Miton Special Situations and Miton Strategic Portfolios from 2008, up until his departure in 2014. James left to co-found Coram Asset Management, where he was Managing Director of the UK business and responsible for the suite of the multi-asset solutions.
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.
Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.
