Market Jitters? Help Clients Navigate Market Volatility

Are your clients losing sleep at night over their finances? While many people lie awake at night worrying about something, stress about financial concerns ranks higher than personal relationships and all other causes of sleepless nights.¹ 

During periods of market volatility, making yourself responsive to client concerns is critical. Proactive and frequent communication can help deliver peace of mind for your clients and ensure client retention. Taking time to educate your clients on historical trends and the importance of maintaining a thoughtful, long-term strategy can reap dividends for your clients and your practice. 

The resources below give you tools to help spark conversation, calm market jitters and help clients navigate market volatility. You can also share the “Defeating the Downside” guide directly with your clients by using the “Email Your Clients” button. 
 

Read the Client Guide 

Related Value-Add Marketing Resources

			Peace of Mind Get an in-depth look at how financial concerns impact your clients and what worries them the most.  Download the Brochure >
			Sequence of Returns Risk As clients near and enter retirement, managing market volatility is more important than ever. This piece illustrates how poor market performance early in retirement can impact income for the long-term. Download the Handout >
			Defeating the Downside Understanding the history of volatile stock markets can help clients prepare for the future, protect savings, and deliver peace of mind. Download the Brochure >
			Climb Back to Even: Stock Market Education Spark conversations to explore savings vehicles like annuities by helping clients visualize exposure to market risk. Order the Slider >

_{¹ Finances are keeping Americans up at night, study finds. Intuit Credit Karma. (2022, October 7).}
 

Shareable Content

Share “Defeating the Downside” with your clients.      Email Your Clients