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Explain To Clients Why Their Portfolios Trail The S&P 500


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With the Standard & Poor’s 500 nearly doubling over the past five, and tripling since its low over six years ago, it’s making advisors look bad for diversifying and using MPT to invest strategically. Here’s help.

We’ve created articles and videos that get posted to your website as well as email newsletters, tweets, and images to help you explain to clients and prospects that, while the S&P 500 was No. 1 of a broad swath of 13 asset classes for the five years ended September 30, diversifying means never performing as well as the best asset class.

Above is an image of an email newsletter that was sent out last Friday night to clients of advisors using our email newsletter. The email newsletter teases an article, written after the market closed last Friday, about last week’s market performance and the more important issue plaguing advisors for over five years. Client and prospects on your email contact list receive the newsletter automatically every Friday and they click on a link to read the full story.

Users of the Financial Advisor Marketing Engine (FAME) get a story like this posted to their website automatically every Friday night or Saturday morning. The summary of the articles gets blasted out to up to 2500 people on your contact list in your email newsletter, “Weekly Update,” which comes with your subscription to FAME.

And if that’s not enough, FAME also updates the rotating slide show atop your home your website’s home page with an image and headline, keeping your website fresh with new content every week.  

Before the outperformance of U.S. stocks raises questions from clients and prospects, it’s wise to communicate with them about what’s really going on and why MPT and broad diversification remains the most prudent way to invest.

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