for expert insights on the most pressing topics financial professionals are facing today.Learn More
Webinar: Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit) on Thursday, October 7 from 2:00 - 3:00 p.m. ETRegister Now
We recently shared 7 Tips for Keeping Clients Engaged and Informed During Times of Crisis. Now, you’re ready for the the first step to kick-starting your client communications strategy during COVID-19: informing your clients broadly.
While getting on the phone with clients is recommended for a personal one-to-one outreach, distributing a broad email is a more comprehensive place to begin your communications strategy.
An effective comprehensive business update to clients should address at least two topics: your business continuity plan and how clients should expect to interact with you during a time of social distancing.
Business Continuity Plan
First, your broad outreach should lead with your business continuity plan, including how you plan to support clients during this time. Examples might include:
How Clients Can Expect to Interact with You
You’ll also want to note how clients can expect to interact with you throughout this time. This requires some foresight around how you plan to stay in contact with clients.
Take advantage of the pre-built template we’ve created to support you!
To access this email template:
Adding your contacts:
If you’ve already sent a broad email to clients that did not include this information, no worries. You can still send a template like this now.
Earlier this month, eMoney partnered with FMeX to provide timely COVID-19 content to ABM users, to assist with providing guidance and instilling confidence during these uncertain times.
This support includes a new COVID-19 Weekly Content Series that provides multiple touch points throughout the week that advisors can use to stay connected with their clients.
The series is made up of three new weekly articles that will help you explain current market events, provide historical context, and instill client confidence in their financial plans.
The new Content Series includes:
This content serves as a very low-effort way to stay in front of your clients regularly. Pull out a few key takeaways to share in an email with your clients.
More information about your 3-month free access to Advisor Branded Marketing can be found in this FAQ blog post. And for more insight into best practices for planning during times of disruption, check out our recently recorded webinar series.
Any additional questions? Contact eMoney Client Support at (888) 362-8482 or send an email.