Overview
- Key takeaway for asset managers: Impulsive responses to market volatility can hurt long-term investment goals.
- How you can help: Share our digital toolkit, which has client-ready assets advisors can use now to help remind investors why they invest in the first place.
- Why it works: These digital assets allow advisors to meaningfully engage with clients while in-person meetings remain difficult.
Market volatility may have many of your investors ready to flee the markets. But—as you well know—panic selling is a short-term move that can lock in losses.
To assist you as you guide your clients through these choppy waters, we’ve created a digital toolkit “If Volatility Is Worrying You, Revisit Your Goals.” It reminds them that the reasons they invested likely haven’t changed, and suggests three smart ways to handle market volatility:
- Review your goals: If your investment goals—retirement, college, savings or an early mortgage payoff—haven’t changed, then your investment mix shouldn’t change either.
- Rebalance: If your portfolio’s asset allocation has drifted from its target, you may want to tweak investments to make sure that they’re still in line with your plan.
- Relax—and stay the course: If watching the market’s daily gyration is tempting you to sell off, tune out the new and keep portfolio statements out of reach.of following the crowd.
How to Use the Digital Toolkit in a Marketing Funnel
The Digital Toolkit comes with client-ready assets that allow advisors to engage digitally 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.
