Crisis Management
How do you handle client relationships during a financial crisis? David Hay, CIO of Evergreen Capital, talks with Real Vision’s Grant Williams about managing money and clients through the 2008-2009 collapse. He discusses the challenges he had in managing clients’ emotions, despite his perceptive call that recession was coming. This video is excerpted from a piece published on Real Vision on November 16, 2018. Watch more at https://www.realvision.com.
Guest Name
David Hay
Anchor Name
Grant Williams
Keywords Name
Recession, Client-Advisor Relations, Wealth Management
Show Name
Perfect Timing
