Advisors Cite Communication, New AI Tools in Keeping Clients Calm Amid War, Oil Headlines

Group 1 - Financial advisors at Future Proof Citywide in Miami report that clients remain calm despite rising oil prices and Middle East tensions, indicating a potential opportunity to attract new investors seeking guidance [1] - Mitlin Financial emphasizes a financial plan and goals-driven approach rather than being market-driven, which has resulted in fewer inquiries from clients [2] - Regular communication, such as a Tuesday newsletter, provides clients with comfort, even if they do not actively read it, as it reassures them of the firm's support [3] Group 2 - Christine Cao from Rosen Group Private Wealth Management highlights the importance of volatility as an opportunity for rebalancing portfolios, emphasizing the firm's diverse investment strategy [4] - The conference at Citywide Future Proof focused on the role of artificial intelligence in wealth management, with advisors interested in leveraging AI to manage market volatility more effectively [4] - Signet Financial Management's use of a proprietary AI agent has streamlined investment decision-making, allowing for proactive management of client portfolios [5]