Use this simple email to offer clients and prospects your perspective on how stories and investor psychology affect markets.
Send your clients and prospects the latest market updates driven by numbers and explain how to consider the stories behind the numbers before making conclusions: “numbers don’t have all the answers.”
The email presents the following questions:
- What do we do with this information?
- How do we use it to make smarter decisions?
This helps you address concerns as they arise and shows your leads and clients that you’ve got their back and that you’re ready to take them through thick and thin.
Timely emails present an easy, low-stakes way to maintain a relationship with your list of prospects and clients.
More about this campaign:
Title: Fact or Fiction?
Type: Single-Topic Email/ Timely Emails
Description: Use this simple email to offer clients and prospects your perspective on how stories and investor psychology affect markets.
Target Audience: Clients & Prospects
Primary Outcome/Action: Our timely emails help you reassure, educate, and build stronger connections with your clients during challenging or important times.
Running Time: Single email
They make a difference!
Here are some of the results from our Weekly Crisis Emails that advisers used during the peak of COVID.
If you’re loving our Timely Emails, jump on our calendar to talk about what they (and our other award-winning campaigns) can do for your business by clicking here.