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Clients Getting Nervous About Another Year Of Volatility Ahead, Forcing Advisors To Get Proactive With Guidance

Two out of three advisors now say their conversations with clients are dominated by how volatile the markets are. This is an opportunity to do more than hold investors' hands.


Russell's latest market sentiment poll discovered that 44% of investors are raising concerns about performance and risk. Both of these statistics are elevated, and they indicate a sense of frustration with conventional "stay the course" wisdom.


It has been one of the worst decades in market history and this year has been especially grueling as macro events nobody seems able to control -- the euro, the U.S. budget -- keep pounding sentiment.


A lot of advisors are content to simply explain these headlines away as irrelevant to a long-term financial plan.


But given the angst levels, it's critical to explain why the headlines don't matter -- and to double-check with your clients to make sure they don't matter.


If your portfolio construction maximizes the odds that your clients will be able to survive any thinkable market environment, tell them that. Lay out the worst realistic scenario and explore the ramifications.


Will the European economy shrink by 10% or so? What will that mean for the S&P 500? For Treasury debt?


The answers might not be beautiful, but the better you can pin down currently amorphous dread, the better you and your clients can plan ahead.


And if the answers scare your clients, that's not the end of the world. It's time to adjust their risk tolerance. Once that's been done, they know exactly how bad the headlines have to be to keep them up at night.




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
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