Financial Advisor Marketing Strategies | Snappy Kraken

[NEW] Election & Market Dip - Timely Email

Written by Snappy Kraken | Jul 29, 2024 9:59:10 PM

This Timely Email reviews a tumultuous week in the markets, highlighting a tech stock slide, a global IT outage, and President Biden’s election withdrawal. 

It emphasizes the importance of staying calm during market dips and reassures readers with historical market performance data. 

The messaging is optimistic and encouraging to the reader. It helps clients and prospects have a well-reasoned and objective view on potential volatility, emphasizing long-term investment strategies and the resilience of market fundamentals.

Key Marketing Takeaways:

  • Emotional Connection: Acknowledges the stress and uncertainty faced by investors.
  • Educational Approach: Uses historical data to provide context and reassurance.
  • Client Engagement: Encourages direct communication and personalized advice.
  • Positioning as a Trusted Advisor: Reinforces the advisor’s role in guiding clients through market volatility.

Content Takeaways:

  • Market Reaction: Highlights a recent slide in tech stocks and the quick rebound.
  • Global IT Outage: Discusses the impact of a significant IT outage on markets.
  • Election Uncertainty: Analyzes the potential short-term volatility from President Biden’s withdrawal.
  • Long-Term Perspective: Emphasizes the resilience of markets regardless of political changes.
  • Volatility Expectation: Prepares readers for ongoing market volatility as major economic reports approach.

This email is a valuable tool for financial advisors to provide a calm, informed perspective during uncertain times. 

It blends immediate market analysis with long-term investment wisdom, encouraging clients and prospects to stay the course and reach out for personalized advice.

About This Campaign

Title: Election & Market Dips

Type: Single-Topic Email/Timely Emails

Description: Use this simple email to offer clients and prospects your perspective on recent market moves and presidential election news

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

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.