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Your clients may be getting nervous about the ride the market has been on lately.

Volatility can be stressful, and it’s your responsibility to make sure short-term discomfort doesn’t turn into a snap-decision to cash out, potentially causing real harm to a client’s goals.

Let them know you’ve anticipated their fears and their portfolios are prepared.

You can personalize this email by copying our template into your email application, and then choosing which stories you’d like to pass along. This lets you jump-start the conversation on volatility before they even ask.

We have more ideas for handling clients worried about volatility here.

And you can also put this action item from experienced advisors into practice.

Subject: Market volatility

Hi XX,

You may have noticed a lot of movement in stock prices lately. I want to assure you that this is relatively normal at this point in a market cycle, and that your portfolio was designed with such conditions in mind.

Still, I know it can be nerve wracking to see the value of your holdings fluctuate so much. These articles address how volatility affects your investments.

Calm your fears with low-volatility funds

Volatile investments aren’t always bad

Investing for steady growth

Consider guaranteed market indexed accounts

Diversify your portfolio

Another thing to give you peace of mind: because of your long time horizon, volatility shouldn’t have a significant impact on your portfolio when it comes time to cash out.

I am always at your disposal to discuss this, or any other investment question you may have.

Sincerely,

YOUR NAME


Originally published on Advisor.ca

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