Today's video is going to focus on shaping the culture of your organization and the communication that you have with clients so that a day when the markets are volatile is just like any other ordinary day. These tips may also help with opening the door to new business opportunities with clients on volatile market days, as opposed to just 'talking them off the ledge.'
What are the Takeaways?
- Introduce marketing collateral early on that helps set the tone around how you want clients to react to market volatility. Make the key points a part of all of your discussions.
- Assign “relationship managers” to clients, responsible for proactively communicating with clients.
- Routinely share insights on the markets.
- Segment clients by their personality type and take advantage of buying opportunities with those who are motivated by fear.
Video is 8:18 long