Last Updated on April 2, 2024 by Connor Prendergast
Your clients need more from you.
But you’ll be happier and they’ll be better off.
I spoke to an advisor the other day, looking at our platform.
He was talking about
A few concerned calls he
Got when the Dow dropped 500 points.
He spent a bunch of time talking those clients off a ledge.
Honestly, the recent stuff isn’t that big a deal.
But if happens a lot when markets are rough.
It was completely different than a call I had 20 minutes before.
→ For her, no panicked calls.
→ Just business as usual with
→ Some super client meetings.
She said she never gets panicked calls.
What is she doing that is so different?
She does:
↳ Planning meetings, monthly newsletter,
↳ Annual reviews, Quarterly reports,
↳ Birthday cards etc.
But she also messages clients 1-2 times per week.
Much “more” than most advisors.
But her job is “easier”
She sends simple messages:
↳ “I just reviewed your plan, looks good.”
↳ “Here’s how your money has changed
↳ it’s very different than the market.”
For her it’s email but it could be another channel.
Her clients know:
1. Where they stand
2. How they are doing
3. And their money ≠ the market
By doing a little “more”
**She changed her clients narrative**
→ She neutralized the worry
→ The media creates.
→ Everyday.
You can too.
She smoothed out the rollercoaster.
After we finished talking
I drew it out.
Do this and
Your clients
Will ‘thank you’
