Financial Planning recently published an article about the importance of proactive communication, especially during market turns.
They quoted our CEO, Robert Sofia:
"Having a weekly cadence of communication already in place is the best way to prevent clients from overreacting. When they know they'll be getting a timely update from you within a few days anyway, that prevents the sudden influx of frantic messages from clients. The key to this is to maintain consistency over a long period. If your communications are sporadic, or if they are bland, plain vanilla content, they won't have the desired effect."
Creating content and marketing communications takes time.
It can take hours of research, data gathering, analysis, synthesis, and summarization before a single word is written.
And, let's face it, you're likely busy with other aspects of admin and client work. That's par for the course on a regular, mostly uneventful day…and if we're being honest, how many of those do we really get?
This is a big part of why we included more timely communications at Snappy Kraken.
In addition to our other pieces of content and multi-part automated campaigns, we create and empower advisors with Timely Emails.
What is a Timely Email?
Timely emails are designed to provide a warm, conversational take on recent events and offer insights into a long-term or behavioral perspective. They're written as though the advisor is having a personal conversation with a client or prospect and are designed to be launched within two weeks of creation.
Our most recent Timely Email helps financial professionals address recent market drops and offer reassurance, education, and perspective to both clients and prospects.
The “Market Meltdown” email is written to help you calm your audience’s nerves amidst recent market volatility. It explains the reasons behind the market drop, such as weak economic data and speculative currency trading, while emphasizing the importance of long-term thinking…
…and avoiding panic selling.
Use this communication to strengthen your relationships by being a knowledgeable, vigilant, and comforting presence especially when times are volatile.
Key Marketing Takeaways:
- Emotional Connection: Addresses fears directly, showing empathy and understanding.
- Expertise: Explains complex market dynamics in simple terms, positioning you as a trusted expert.
- Call to Action: Encourages readers to reach out for personal guidance.
- Long-Term Perspective: Emphasizes the importance of staying invested and avoiding panic selling.
Content Takeaways:
- Market Drop Factors: Explains the recent market selloff due to weak economic data and speculative trading.
- Recession Indicator: Highlights the "Sahm Rule" as a trigger for recession warnings.
- Carry Trading: Discusses the impact of interest rate changes on speculative currency trades.
- Avoiding Panic: Advises against panic selling and missing out on potential market recoveries.
- Advisor Support: Reinforces your role as a reassuring and informed guide during market volatility.
About This Email
Title: Market Meltdown
Type: Single-Topic Email/Timely Emails
Description: Use this email to reassure and educate your clients and prospects about the recent market drop
Target Audience: Clients, 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
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