[NEW] Timely Email: Uncertainty vs Reality

11 Aug, 2022 BY Nicolle Cruz


Use this simple email to offer clients and prospects your perspective on uncertainty and what factors could impact stocks next.

Ask a philosophical question for your clients and prospects with this email and offer some answers to the following questions:

  • What's up with inflation?
  • What's driving markets?
  • Is the world actually more uncertain right now?

Timely emails present an easy, low-stakes way to maintain a relationship with your list of prospects and clients.

Title: Uncertainty vs Reality

Type: Single-Topic Email/ Timely Emails

Description: Use this simple email to tell clients and prospects that you’ve got their backs.

Target Audience: Clients & 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.

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