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Market volatility can leave clients feeling anxious, uncertain, and in need of guidance. This is your opportunity to step up, strengthen relationships, and position yourself as a trusted resource. By proactively reaching out and offering valuable insights, you can reassure clients, keep them informed, and reinforce their confidence in their financial strategy. These five actionable strategies will help you engage clients during uncertain times – without overwhelming them.
Proactively Reach Out to Clients
Communication is key during periods of market volatility. A simple, thoughtful outreach can help reassure clients and reinforce your commitment to their financial goals.
Create a Dedicated “Market Perspectives" Section on Your Website
Develop a specialized area on your website that serves as a go-to resource for market insights and educational content.
Host Market Update Webinars
Webinars provide a scalable, engaging way to offer market context and demonstrate your expertise.
Create Market Perspective Videos for Social Media
Record brief (2-3 minute) video updates that provide context for movements in the market and emphasize emotional discipline in times of volatility.
Offer Family Financial Strategy Sessions
This can be a great time to include clients' family members in the conversation, either helping them develop a plan or simply being available to answer any questions they may have.
Get supplemental ready-to-use email templates and examples of these strategies in action.
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