MACH96

Now Is the Time

Everyone is talking about inflation, interest rates, supply chain deficits, stock market volatility…and now, war in Ukraine.

Needless to say, many folks are a bit worried.

Whether it’s reaching out to existing clientele or prospects, now is your time to shine as an expert.
Ideas:

  • Write a short memo to all clients with your perspective of what’s going on.
    • Advice: Don’t use a pre-written compliance approved back-office email. People just delete those.
  • Pick up the phone and call clients. Reach out with empathy and reassurance. Ask how they are doing. This lets them know you care; and it goes a long way in and of itself. Picking up the phone and reaching out shows your confidence as their financial leader.
  • Write a temperature check email to your prospects:
    • Here’s an example I wrote. Feel free to use this and make it your own. Remember to add your personal touch as well as your disclosures.
      • This idea is perfect if you have done seminars in the past and or have a large database. You can hand this project to a junior advisor/intern/assistant and let them run with it. I think you’ll be surprised with its results.
  • Create a Loom video and share it with clientele. 

It’s time like these where your extra effort as an advisor can really set you apart from the pack. If you want to talk shop and walk through some ideas for your practice, feel free to give us a call.

Contact Us

We’re looking forward to working with you!

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Any information expressed above is intended to be general and non-specific information only; it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Mach96, LLC, its affiliated companies, and its representatives do not provide tax, legal, or investment advice. Please consult an independent professional regarding each individual’s specific situation.

The information and opinions included in this article have been provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Mach96, LLC. It is being provided for information purposes only and is not a solicitation for the purchase of any product, nor should it be construed as advice designed to meet the particular needs of your clients. For Financial Professional use only. Not for public distribution.

A fixed annuity is intended for retirement or other long-term needs. It is intended for a person who has sufficient cash or other liquid assets for living expenses and other unexpected emergencies, such as medical expenses. A fixed annuity is not a registered security or stock market investment and does not directly participate in any stock or equity investments or index.

Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.

MACH96