Reassuring clients in uncertain times

Published: April 3, 2020, 1:04 p.m.

b'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.\\n\\nYou\\u2019ll hear from:\\nDavid Eric Appel, ChFC, CLU\\nH. Richard Dobson Jr.\\nJulianne Hertel, CLTC\\n\\nEpisode breakdown:\\n0:30 \\u2013 Creating different emails for client base and centers of influence\\n2:50 \\u2013 The impact of utilizing a strategic subject line\\n3:54 \\u2013 Three things to convey in emails to investment clients\\n4:57 \\u2013 Do\\u2019s and don\\u2019ts for advisors and clients when times are tough\\n8:52 \\u2013 How video messages can be especially comforting\\n10:26 \\u2013 Using a can of tuna fish to add perspective\\n13:02 \\u2013 Preparing clients years before a market crash\\n\\nFind more resources to help you focus on the here and now: rz.mdrt.org/productivity-kit/\\n\\nListen to the monthly series, MDRT Presents: @mdrtpresents'