[NEW] Worried About Buying at the Top? - Timely Email

This timely email helps advisors calm investor nerves about putting money to work when the market is at all-time highs.

The message reinforces long-term investing principles, reminds readers that all-time highs are common, and invites clients and prospects into a thoughtful, reassuring conversation.

Key Marketing Takeaways: 

• Builds credibility through data: Uses historical performance figures to back up key points without overwhelming the reader.
• Reframes fear into logic: Challenges the emotional bias of market timing with relatable analogies that stick.
• Strengthens the advisor-client bond: Ends with a personal invitation to talk, reinforcing that the advisor is a guide.
• Deepens relationships: Reminds clients and prospects they don’t have to navigate financial decisions alone.
• Positions the advisor as calm in the chaos: When others are reacting, this message helps the advisor lead with reason and poise.

Content Takeaways: 

• All-time highs aren’t rare: Since 1950, there have been over 1,250 market highs—about 16 per year.
• Returns after highs hold up: Even when investing at a high, long-term returns have remained strong and only slightly below average.
• Market drops after highs are uncommon: Only 9% of the time did the market drop 10%+ in the year following an all-time high.
• Long-term outlooks win: Over 10 years, the market has not ended more than 10% down after a record high.
• Fear can be more costly than action: Sitting on the sidelines while the market climbs may do more harm than good.

The message? Stay invested, stay informed, and don’t try to time the market.

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: Worried About Buying at the Top?

Type: Single-Topic Email/Timely Emails

Description: Use this simple email to offer clients and prospects your perspective on long-term thinking when markets hit all-time highs

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