With near-constant headlines about stock market volatility, it can be hard for investors to resist the urge to check in on—and make changes to—their portfolio. But making too many trades in a fast-moving market can erode-long-term performance.
Our digital toolkit, “When Markets Are Moving Fast, Look Away” helps advisors guide their investors to make better decisions when volatility strikes. It includes the following five suggestions for what investors can do instead of constantly checking their portfolio:
Consider your life, not your returns. One way to move beyond the volatility of the moment is to think about your investments in terms of personal goals.
Plan your next moves. Once you’ve updated your goals, speak with a financial advisor about achieving them with a balanced mix of stocks, bonds, and other assets.
Hit pause on your devices. Forcing yourself to put down your digital device for a portion of each day offers distance from unsettling news—financial and otherwise.
Stay physically fit. Regular exercise gets your mood-lifting endorphins going, allows you to return to your day feeling less anxious and stressed, and helps you sleep soundly.
Find your balance. Once or twice a year, particularly after periods of high volatility, speak with an advisor about rebalancing and realigning your portfolio.
How to use the digital toolkit in a marketing funnel
The Digital Toolkit comes with client-ready assets that allow advisors to engage digitally with clients without sacrificing the quality of in-person connections. Your advisors can use these digital assets throughout their marketing funnel:Step 1: At the Top Of The Funnel (TOFU)
The advisor posts a graphic on LinkedIn.
Step 2: In the Middle Of The Funnel (MOFU)
The advisor emails an article to people who comment on, like, or share the LinkedIn post
Step 3: At the Bottom Of The Funnel (BOFU)
The advisor hosts a digital meeting and uses the conversation guide’s talking points and graphics.
