Communicating your value to clients in a down market

Suggested email template

This email assumes your client is in a properly diversified portfolio and that you replace the content in the [brackets]

We did have our friends in compliance review this. However, your compliance team should review before you send.

For each client you’ll need to choose:
[time frame and index for performance]
– We suggest 30 days and the S&P 500
[the account or collection of client accounts referenced]
– We suggest the broadest collection of accounts you manage

You’ll need to fill in:
[performance of the relevant collection of accounts]
[$ value of the difference between actual and performance if invested in the S&P]

Here is the text.…

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Blueleaf AUM Tools

Find Out How Blueleaf Automates AUM Growth

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A typical Thursday morning. It’s a typical Thursday morning in New York City as one experienced financial advisor begins his day. He logged into Blueleaf and notices one of his clients’ accounts had doubled. The Advisor sends a quick email to Blueleaf’s service team. “Double-counting of account today… Can you look into it?” He’s left the [...]

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