Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors

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Calm Fearful Clients With Economic Data

With the downgrade of America’s credit rating by Standard & Poor’s, clients have yet another reason to be jittery. Telling clients to stay the course is no longer enough to prevent them  from abandoning long-term investment plans in difficult times. The financial crisis and subsequent market meltdown have made it more difficult to convince clients to stick with their investment policies.

Here’s a brilliant solution: Fritz Meyer’s slideshows contain 60-plus slides filled with the latest economic data. Meyer presents the case for broad diversification and buy-and-hold investing based on analysis of economic data. Updated monthly, Meyer’s slideshows explains key economic fundamentals driving investment markets, and is a voice of reason. Here are four ways to use Fritz Meyer’s slideshows to calm clients and assure prospects, who now more than ever value unemotional advice and analysis framed by a long-term perspective.

  1. Webinars. The Fritz Meyer slideshows can be used by you to create your own webinars. Every month, Meyer conducts a webinar explaining the latest economic data and outlook, and the webinars are available for you to replay 24/7 if you are a member of Advisors4Advisors. After replaying the webinar and hearing Meyer explain the latest data, you can pretty easily use the research in the slides as a script for your own webinar. Post your webinar on YouTube and embed it in your website.
  2. Blogs. People consumer information in different ways. Some prefer viewing a video, while others want to read ideas. The more ways you present information, the more likely your message will be heard. You can pull out a slide or two from any Fritz Meyer slideshow and use it to write a blog entry explaining a particular aspect of the economy or markets.
  3. Newsletters. Your blog entry may not be read by clients who don’t use the Internet. For them, refashion a blog entry for use in a newsletter. A chart showing a recovery in manufacturing or autos, for example, could tell a story about hopeful signs, and your words of reassurance are thus backed by research grounded in facts.
  4. 4. SlideShare. I’ve written previously about this social media application for sharing presentations. The quickest, easiest and coolest way to use the Fritz Meyer’s research with Slideshare is to  create your own “Slidecast.” Simply select three or five slides from the latest monthly installment. Then, create an MP3 recording explaining each slide. If you’re not technically inclined, buy an MP3 recorder that plugs into a USB port, or use your smartphone to make the recording. Then, email slides and recording to be uploaded by your staff or virtual assistant.

 

The Fritz Meyer slideshows are an inexpensive way for advisors to create their own content, which will help you with search engines and prospects as well as with clients. Fritz is beloved for the his common-sense approach and easy to understand analysis.

Fritz Meyer will be addressing the U.S. credit downgrade Tuesday at 4 EST in a free monthly webinar.  Please join us.

Fritz Meyer Sample Presentation

View more presentations from Advisor Products

 

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