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Trillion-dollar asset manager identified an opportunity to serve advisors and their clients with more engaging, digital content to support crucial conversations during periods of market volatility.
Ulicny developed conversation guides on crucial client questions. The guides addressed questions such as, “how long will this last?” and “what should I do now?” Each area featured talking points and client-ready materials—everything an advisor needed to be effective and add value. The site also detailed historical examples of extreme volatility, encouraging investors to keep calm by maintaining a broader perspective.
In collaboration with the client, Ulicny developed a website, serving as a one-stop destination for advisors. The site made it easy for advisors to find everything they needed to address common client concerns in volatile markets. With links to client-ready content on long-term investing, the site showed investors how to stay the course through market ups and downs.
The asset manager was prepared for the market volatility of 2020. Their advisors had immediate access to client-ready materials, thoughtful articles, talking points, and other content to reassure investors in uncertain times.