Category: Single-Topic Emails

Stocks slid into bear market territory after a bad May inflation report showed that prices rose at the fastest pace since 1981.

And there’s a good chance your clients and prospects are freaking out.

This Timely Email is a calm reminder to not to make any irrational, short-term decisions about their investments.

It reassures them that…

1. Much of the market pullback could be a correction for the pandemic high-flyers
2. Bear markets don’t last forever – on average, about 15 months
3. Half of the market’s best days have occurred during a bear market

And much more.

And if they’re still feeling nervous, it encourages them to reach out to you.

 

Continue reading [NEW] Timely Email: Bear Market, Now What?

Use this responsive email card to offer clients and prospects your warm seasonal wishes.

Help spread a little cheer with a simple seasonal card email to your clients and prospects.

It’s the perfect way to send your appreciation for being part of your advising family.

Continue reading [NEW] Email Communication – Summer Card

Use this simple email to offer clients and prospects your perspective on uncertainty and what factors could impact stocks next.

Ask a philosophical question for your clients and prospects with this email and offer some answers to the following questions:

• What’s up with inflation?
• What’s driving markets?
• Is the world actually more uncertain right now?

Timely emails present an easy, low-stakes way to maintain a relationship with your list of prospects and clients.

Continue reading [NEW] Timely Email: Uncertainty vs Reality

Use this simple email to tell clients and prospects that you’ve got their backs.

The last few weeks (and months) of volatility have told us that we’re looking at tough times. 

This is a quick email to send hope to your list.

Let them know that even through volatile markets, high-interest rates, and uncertainty, It’s going to be ok.

Timely emails present an easy, low-stakes way to maintain a relationship with your list of prospects and clients.

Continue reading [NEW] Timely Email: It’s Going to Be Ok

Use this simple email to offer clients and prospects your perspective on stagflation worries and what factors could impact stocks next.

Markets gifted us with another burst of volatility and headlines are looking apocalyptic again.

Is a recession or bear market on the way?

Though it looks like we’re in for a rocky summer, that doesn’t mean it’s time to hit the eject button.

Instead, we make careful shifts, especially in a rising interest rate environment.

Reassure your clients and prospects that they shouldn’t panic and rush for the exits and remind them that you’ll be in touch if you need to make some changes.

Timely emails present an easy, low-stakes way to maintain a relationship with your list of prospects and clients.

 

Continue reading [NEW] Timely Email: Stagflation Worries

Use this simple email to offer clients and prospects your perspective on the latest market drop.

Markets bucked and sold off this week on fears about the economy.

Should your clients and prospects be worried?

Not really.

This email covers the following important questions that arise with markets uncertainty:

• What led to the selloff?
• Do we need to worry about a “stagflation” scenario?
• Could we see a bear market or serious correction?

Reassure your clients and prospects that they shouldn’t panic and rush for the exits and remind them that you’ll be in touch you need to make some changes.

Timely emails present an easy, low-stakes way to maintain a relationship with your list of prospects and clients.

Continue reading [NEW] Timely Email: Another Wild Ride

Use this simple email to offer clients and prospects your advice on keeping a positive mindset during negative times.

While it confirms that the economic and political environment is still in decline, it gives the audience a perspective of the positive things to focus on.

The email asks the question: “Is the world getting worse? Or is it actually getting better?”

And it answers the question by giving some ideas of what we can control to put things into perspective.

Timely emails present an easy, low-stakes way to maintain a relationship with your list of prospects and clients.

Continue reading [NEW] Timely Email – Better or Worse?

Use this responsive email card to offer clients and prospects your warm seasonal wishes.

Help spread a little cheer with a simple seasonal card email to your clients and prospects.

It’s the perfect way to send your appreciation for being part of your advising family.

Continue reading [NEW] Email Communication – Spring Seasonal Card

Use this simple email to offer clients and prospects your perspective on the headlines swirling.

The email will cover the following points about the financial markets:

• Are we in a bear market?
• Is another financial crisis imminent?
• What about inflation?
• Is a recession coming?

This helps you address concerns as they arise and shows your leads and clients that you’ve got their back and that you’re ready to take them through thick and thin.

Timely emails present an easy, low-stakes way to maintain a relationship with your list of prospects and clients.

Continue reading [NEW] Single-Topic Email – Is the Sky Falling (Again)?