[NEW] Individual Stock Risk: What the Research Shows - Timely Email

This email uses compelling stats and updated academic research to deliver a wake-up call about stock picking.

It reveals just how rare the big winners are and why chasing them usually backfires.

Instead, it encourages clients and prospects to rethink their approach and consider the benefits of diversification.

For financial advisors, this is a standout piece: it educates, challenges assumptions, and invites meaningful conversations—all while subtly positioning you as the steady hand guiding people away from costly mistakes.

Key Marketing Takeaways: 

• Grabs Attention with Hard Truths: The headline stat (less than 4% of stocks drive nearly all returns) stops readers in their tracks and creates immediate intrigue.
• Behavioral Finance Hook: Plays on the human tendency to overestimate our ability to pick winners, making the message emotionally resonant.
• Pulls Instead of Pushes: Rather than preach, it invites curiosity and reflection—“Want to know how your strategy stacks up?”
• Conversation Starter: Opens the door to helpful, low-pressure conversations about investment strategy.
• Trust Building: Leaning on research and updated data builds credibility and positions the advisor as informed, not salesy.

Content Takeaways: 

• Stock market gains are highly concentrated—a tiny slice of companies produce the majority of long-term wealth.
• Picking individual winners is statistically unlikely, even for professionals.
• Broad diversification is a smart, proven approach to capture gains without guessing.
• Research confirms that owning the “haystack” beats trying to find the needle.
• The message is educational, not prescriptive, with a clear call to chat if the reader’s curious about their own portfolio.

What is a Timely Email? 

Timely Emails help you deepen the relationship with clients and prospects. These emails are written in a warm, conversational tone. They focus on recent events and are meant to highlight investor behavior and long-term thinking. It's like a personal chat, but through email. For maximum impact and relevance, send these within two weeks of the release date.

About This Email

Title: Individual Stock Risk: What the Research Shows

Type: Single-Topic Email/Timely Emails

Description: Use this simple email to offer clients and prospects your perspective on how to build wealth through diversification rather than stock picking

Target Audience: 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