[NEW] Market Volatility and Global Events - Timely Email

Markets are reacting. Here’s how to help clients and prospects stay grounded.

This campaign tackles a tough topic—escalating Middle East conflict—and helps clients and prospects make sense of market swings without spiralling into panic. It blends empathy for the human cost of global events with a clear-eyed look at financial implications, offering historical context, market insights, and long-term perspective.

For advisors, this isn’t just about updating clients. It’s a chance to lead with clarity, calm, and credibility when emotions run high. Sending this email builds trust and positions you as the steady voice readers crave during uncertain times.

Key Marketing Takeaways: 

• Emotional Connection First: The content starts with the human toll, not the market data—building immediate empathy and trust.
• Timely and Topical: Launching during heightened geopolitical tensions makes this content incredibly relevant.
• Clear Thought Leadership: You’re not just reacting; you’re translating chaos into perspective with facts and long-term thinking.
• Conversation Starter: Encourages recipients to reach out with concerns, opening the door for meaningful 1:1 discussions.
• Referral-Ready: The P.S. nudge to forward it helps extend your reach and increase visibility with potential prospects.

Content Takeaways: 

• Acknowledges Global Conflict: Starts by addressing the real-world, real-human impact of the Israel-Iran conflict before diving into markets.
• Highlights Market Volatility: Details how oil prices, gold, and stocks have been shaken in the short-term.
• Shares Historical Insight: Uses a J.P. Morgan study of 80+ years of geopolitical events to show markets tend to recover within 6–12 months.
• Explains Key Market Drivers: Breaks down what really fuels long-term market performance—earnings, consumer confidence, interest rates, inflation.
• Provides Reassurance: Stresses that a well-diversified portfolio is built for uncertainty, helping readers feel more secure.
• Strong CTA: “Let’s talk it through” gives recipients an easy on-ramp to reach out without feeling overwhelmed or sold to.

This piece is a mix of comfort and clarity at exactly the moment people need both. It's a powerful reminder that your role isn't just managing money—it's managing emotion, too.

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: Market Volatility and Global Events

Type: Single-Topic Email/Timely Emails

Description: Use this simple email to offer clients and prospects your perspective on how to navigate market volatility during geopolitical crises

Target Audience: Clients, investors, pre-retirees, 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