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Advisors Still Need To Support Clients' Fragile Confidence In The Markets
It seems like barely a few weeks go by between surveys that remind us that advisors are bullish on the market, but retail investors still aren't convinced that the long bear market is really over.
This time around, the SEI Advisor Network found out that 30% of advisors are optimistic about the new year, with roughly 2 out of 3 expecting the U.S. stock market to return 7% or more in the next 12 months.
However, they warn that only 3% of those same advisors say the good feelings have spread to their clients.
A month ago, Russell took a poll and uncovered the same thing.
This continued state of affairs doesn't speak well for advisors' efforts to communicate their own rational expectations to clients and prospects. It isn't a matter of cheerleading -- after all, it's the advisor's job to be objective, above both fear and hope -- but simply taking the time to lay out a convincing argument.
Examples and historical context go a long way. And if the data make you think the market will do well this year, go ahead and share your logic with your clients.
Next time, let's see if the poll reveals that advisors and clients are finally back on the same page, where they should be.
Questions?
How and why does the Advisor Products system work?
In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.
A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.
- Differentiate you from competitors
- Expose clients and prospects to your brand message more frequently
- Build an ongoing relationship with customers
- Increase your follows and fans on social media
- Drive more prospects to your website
- Help convert prospects into leads
- Increase number of pages indexed in Google
What products and services do you offer?
Can I buy services if my website is not hosted with you?
What can I expect during the onboarding process?
What if I have questions after my website is built?
Seeing is Believing.
See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.
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Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
