More than at any time since the 1930s, investors feel that the field is tilted against them. A good way to reassure them is to meet regularly and explain changes in their portfolios
Keeping your process manageable increases client loyalty
During times of market volatility and economic uncertainty, it’s more important than ever that you initiate communications with your clients
Work with COIs to boost referrals
Give it a subject line they can’t resist
Choose compelling topics and be consistent
The key to communicating with clients during a time of market upheaval is to be proactive and empathetic
Sending a regular selection of articles and videos from leading publications as a way of connecting with clients can be a valuable tool for building your practice