WHAT TO COMMUNICATE TO CLIENTS
IN TIMES OF MARKET TURMOIL
Communicating during turbulent times can help you retain clients and could lead to
additional referrals. It will also give you an advantage over robo-advisors because clients will
value the personal attention and communication from a traditional financial advisor. The best
ways to communicate include:
[
Call clients. Calling clients provides a personal touch where you can reassure clients with
the tone of your voice in addition to your words.
Talking directly to client also enables
them to ask questions and get immediate answers. Start by reaching out to your most
valued clients, followed by clients who are likely to be concerned about swings in the
market. You can then reach out to your remaining clients.
[
Send an email.
Email is the most time and cost-efficient form of communicating with
multiple clients at once. Consider adding a market letter or another marketing piece
providing a reassuring overview of the economy and details on what the current market
correction means for their portfolio.
[
Provide a timely seminar. Consider presenting a seminar on the current market
volatility and strategies that you’re employing to help protect clients.
You might consider
enlisting the help of one of your money managers.
HOW TRUST COMPANY OF AMERICA (TCA) CAN HELP
The largest independent custodian in America, TCA has been protecting the assets of investors
since 1972. Our philosophy has always been, and remains, fiscally conservative. We believe that
financial strength is the foundation of providing value to our RIA partners in all market
conditions.
The TCA platform enables you to:
[ Provide your best thinking to all your clients: Our technology allows you to design custom
portfolio models based on your proprietary investment strategies.
[ Manage your book of business at the model level and not get slowed down by each
additional account.
[ Execute trades in real time using the most-to-date information available. This allows you to
adjust trades based on current market conditions and make more informed decisions.
[ Rebalance portfolios in just a few mouse clicks.
[ Prevent your accounts from being eaten by fees with asset-based pricing
(no ticket charges).
Contact us today at 1-800-955-7808 or visit www.trustamerica.com.
About Trust Company of America
Trust Company of America (TCA) is the only independent RIA custodian offering fully integrated real-time technology, consultative
services and back office support exclusively to RIAs. Since 1972, TCA has been a dedicated champion of RIAs, committed to personally
helping them optimize their portfolios, streamline their business processes and achieve their full potential — all without competing for
their clients.
Visit trustamerica.com to learn more.
© Trust Company of America (TCA). All Rights Reserved. Member FDIC Insured – No Bank Guarantee – May Lose Value.
Advisor Insights
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