Coach note

Interviewers ask this kind of question to surface how you think, not what you remember. The strongest answers are specific, calmly told, and end on what changed.

Client communication · Managing emotional clients

A client calls after a 20% portfolio drawdown and wants to sell everything. Walk me through the conversation.

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First I'd let them say it all without interruption — the goal early is that they feel heard, not corrected.

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