[NEW] Dangers of FOMO - Timely Email

Our latest timely email discusses the fear of missing out (FOMO) in investing, highlighting the importance of a disciplined and diversified approach to achieving long-term returns.

It’s easy for people to see headlines like these…

NVIDIA Shares Surge Over 200% Year-to-Date, Outpacing Broader Market Indices

or

NVIDIA's Stock Price Skyrockets as Demand for AI Chips Explodes

…and think “If only I could go back in time and pick these winners. I wonder who’s the next ___.”

Investors get overwhelmed by sensational market headlines and the allure of high-flying stocks.

This timely email (Dangers of FOMO) emphasizes the unpredictable nature of investing, the risks of focusing on individual stock picks, and the benefits of a steady, diversified strategy.

By contrasting the excitement of market winners with the often-overlooked reality of market losers, it encourages readers to stick to a disciplined investment plan.

Advisors should use this message to strengthen client confidence in their plans and strategies and to remind them of the importance of patience and consistency in achieving financial goals.

Key Marketing Takeaways:

• Emotional Appeal: Addresses common fears and frustrations (FOMO) that clients and prospects experience.
• Credibility Building: Uses recent real-world examples and sources to back up claims, enhancing trust.
• Client Engagement: Encourages readers to reach out for personalized advice and support.
• Educational Value: Explains concepts like "survivorship bias" in a relatable way, adding depth to the advisor-client relationship.

Content Takeaways:

• No Sure Thing: Highlights the unpredictability of stock market winners and the risks involved.
• Survivorship Bias: Educates readers on the concept of survivorship bias and its impact on investment decisions.
• Steady Strategy: Promotes a diversified, disciplined investment strategy as the best approach for long-term success.
• Realistic Expectations: Sets realistic expectations by reminding readers that consistent returns come from patience and sticking to a strategy, not from chasing headlines.
• Call to Action: Invites readers to discuss their concerns and portfolio performance with the advisor, reinforcing the advisor's role as a guide.

This content helps advisors connect with their audience on an emotional level, educate them on important investment principles, and reinforce the value of a steady, long-term investment approach.

IMPORTANT! This email has not been reviewed by FINRA. To get emails about hot topics into your hands as quickly as possible, we do not submit them for FINRA review.

About This Campaign

Title: Dangers of FOMO

Type: Single-Topic Email/Timely Emails

Description: Use this simple email to offer clients and prospects your perspective on FOMO and survivorship bias

Target Audience: Clients, families, Gen X/Y investors, and prospects

Primary Outcome/Action: Address concerns as they arise and show your leads and clients that you’ve got their back and that you’re ready to take them through thick and thin

Running Time: Single email

Here are some of the results from our Weekly Crisis Emails that advisers used during the peak of COVID.