Jim Lebenthal

speaker
650 appearances 1 recordings 1 series first heard Jul 2026 last heard 28 Jul

Jim Lebenthal’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

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Trust is something that takes time to build.
And it's unfortunate because I have had times where I've started with a client, new client, just before a downturn, and it's very hard to get them through it.
On the other hand, if I look at the last 18 months,
Casting politics aside, we've had a big downturn because of the conflict with Iran.
And then a year before that, we had a big downturn because of the tariff liberation day.
Most of my clients who have been with me for 20 years or more
I'd call them up and they'd say, I'm not worried.
I know.
I know how the experience gets you through this.
In both of those instances, the snapback was pretty pronounced faster than I thought it would be.
But the point is still made that it's just a question of when the markets come back, not if.
So the most important thing that I can do with a client is take the time to talk to them, get to know them.
I'll meet with clients often.
I'll meet with their family members.
You really have to establish that bond because you can't just ask for trust.
You have to deliver something that makes people trust you.
Unfortunately, it really takes time.
Now, let's talk about time for a second.
I'm going to segue into something that's maybe not directly related to trust, but you've mentioned it a couple of times, and I think it's an important topic, which is DCA or dollar cost average.
And it is somewhat involved with trust because the dollar cost averaging, folks, is when you say, I'm going to get into the market or a particular stock, but I'm going to do it in segments over time.
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