How can emails establish necessary connection with clients when they are concerned about changes in the market and the world? How can you make sure your important messaging connects with people? In this episode, MDRT members share how they have reached out to ease client fears during a stressful time for everyone.
You’ll hear from:
David Eric Appel, ChFC, CLU
H. Richard Dobson Jr.
Julianne Hertel, CLTC
Episode breakdown:
0:30 – Creating different emails for client base and centers of influence
2:50 – The impact of utilizing a strategic subject line
3:54 – Three things to convey in emails to investment clients
4:57 – Do’s and don’ts for advisors and clients when times are tough
8:52 – How video messages can be especially comforting
10:26 – Using a can of tuna fish to add perspective
13:02 – Preparing clients years before a market crash
