When markets become volatile, emotions run high. But advisors can be a calming influence on their clients.
Fear is a natural human reaction to danger, so it’s no surprise that recent market volatility has some investors ready to move their portfolios to perceived safe havens. But making investment decisions based on emotions can negatively impact returns.
To support advisors as they help emotional investors stay the course, we created a digital toolkit, “Keeping Your Emotions in Check.” It offers four smart strategies advisors can use to help clients keep a cooler head:
Start with an emotional reset. By recognizing feelings of anxiety and fear, investors can recalibrate and re-engage the logical side of their brain.
Focus on the future. Rather than obsessing over what could have been, investors might consider what’s next, positioning themselves for a possible market rebound.
Seek silver linings. Even financial losses may have benefits, such as potentially valuable tax deductions.
Evaluate and reallocate. Once investors have set their emotions aside, they can decide rationally whether the portfolio moves still make sense.
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.
