Client Confidence in Chaos: 5 Proven Strategies to Add Value During Market Volatility

Learn the proven communication strategies to help guide clients through market volatility.

When Markets Are Unpredictable, Your Value Shouldn’t Be

Recent market events have been jarring – the S&P 500 dropping nearly 5% in a single day and major indexes posting their worst performance since 2020.

But when you already have so much to manage, sitting down to write a well-worded email or creating a video script seems like the last thing on your to-do list.

In this workshop, we’ll give you the exact communication playbook (including email templates!) to reinforce your value during market uncertainty.

You’ll walk away with:

📧 A communication playbook for proactive client outreach that reinforces trust (what to send, when, and why it matters)

🌐 Templates and examples to create a “Market Perspectives” resource hub on your website

💻 Tips to host engaging market update webinars and impactful market commentary videos

Volatility is not the exception – it’s the rule [5:48]

Volatility is not the exception – it’s the rule [5:48]

  • Confidence lags even in rising markets.
  • Clients who don’t hear from their advisor often turn to news and other media for market updates.
  • Clients who DO hear from their advisor often rely on market updates from their advisor.


Recognize the Three Emotional Profiles [14:01]

Recognize the Three Emotional Profiles [14:01]

  • Conservative: Seeks reassurance.
  • Opportunistic: Looks for signals to act.
  • Disengaged: Needs re-engagement.


Calm Minds with Clear Messaging [15:45]

Calm Minds with Clear Messaging [15:45]

  • Anchor conversations in plans, not predictions.
  • Help them remember WHY they hired you.
  • Focus messaging on historical outcomes of volatility.
  • Use charts to simplify market updates.


Proactive beats reactive [36:52]

Proactive beats reactive [36:52]

  • Have a dedicated market updates section/landing page on your website.
  • Host a live Q&A /webinar – and allow clients to invite friends and family!
  • Record a video talking through updates – add to website, post to social, email to clients and prospects.


Supplemental Resources:

Transcript

Transcript

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