When Clients Reach Out After Market Turbulence. Are You Prepared?

What the demand for advisory conversations reveals about the quality of preparation

52 % of wealthy clients actively contacted their advisor after recent market events to discuss the impact on their portfolio. This is one of the key findings of the EY Global Wealth Research Report 2025, which surveyed nearly 3,600 clients across more than 30 countries.

Clients are seeking the conversation. They want context, orientation, reassurance. The decisive question is not whether the conversation happens but how well the advisor is prepared for it.

Because there is a difference between knowing that a client will call and knowing how that client is actually feeling in that moment: what is on their mind, what is unsettling them, what questions they are bringing.

What clients need in that moment

In volatile phases, clients do not fundamentally change. But their behavior can shift noticeably. Someone who makes calm, rational decisions in stable times can become reactive under stress. Someone who rarely reaches out may suddenly get in touch several times a week.

Strong preparation is therefore not about having more market arguments ready. It is about finding the right argument for this client, in this situation, with this risk perception.

Three questions that should be clear before every client conversation

How did this client behave during the recent market phase: calm, nervous, reactive?
What is on their mind right now, beyond portfolio numbers?
What conversation approach fits their current state: direct, explanatory, reassuring?

Advisors who can answer these questions lead better conversations. Not because they have more time but because they arrive more precisely prepared.

What this means in practice

Conversations that land
When advisors understand how a client is currently thinking and feeling, they can tailor communication and recommendations accordingly. That saves time and deepens trust.
Spotting change early
Clients who are drifting away from their strategy rarely say so explicitly. Recognizing behavioral signals early helps advisors act before uncertainty turns into a problem.
Advice quality that is visible
Individually prepared conversations leave a different impression than standard meetings. They show clients that advice is more than portfolio administration: it is genuine guidance.

How BQ Advisory supports this

Having a current, structured view of each client before the next conversation is exactly what BQ Advisory was built to provide.

The behavioral-psychological analytics platform makes visible how clients make decisions, how they experience risk, and how stable they remain under stress. The result: concrete, individually tailored conversation prompts; not based on gut feeling, but on evidence-based behavioral profiles.

Key Takeaway

After market events, clients seek the conversation. What determines its quality is not only speed of response, but depth of preparation: knowing how this client currently thinks, feels, and decides.

How well do you know your clients’ behavior before the next meeting?

For prospects:
Try BQ Advisory – 2 free analyses, no credit card required.

For existing clients:
Use BQ Advisory before your next client conversation and invite selected clients to complete the analysis.

BehaviorQuant — because better decisions start with people.

For further discussion or information:
contact@behaviorquant.com

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