Fear can lead to irrational behavior no matter how well you think you’ve prepared clients for market volatility.
What are the takeaways?
- Send out a personal communication to all your top clients highlighting what’s happening, its impact on them and your action plan.
- Make this sort of communication commonplace; empower a Director of Planning or Investments to send ongoing communications to top clients.
- Consider hosting a webinar for top clients to share insights and field questions.
- Create a new page on your site dedicated to the “client journey.”