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2020 Market Volatility Communications

In times of market uncertainty, communication is key to preserve your relationships.

We understand the disruption of COVID-19 pandemic and the dramatic market downturn have increased communication needs with your clients and prospects. To better assist you with addressing concerns, we provide the following communication pieces for your use in discussing today’s sensitive market. You may also access the following items via LEADERSlink, under the Libraries tab. Please subscribe to the library to stay updated with new content as it is released. 


Economic Updates (from the weekly Economic & Marketing Update email)

Please feel free to customize and distribute the attached Weekly Economic Update to your clients. This is a new client communication piece that we will provide weekly via email, as well as post in LEADERSlink library titled Economic Updates.

Monday, August 10th

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Monday, August 3rd

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Monday, July 27th

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Monday, July 20th

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Monday, July 13th

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Monday, July 6th

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Monday, June 29th

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Monday, June 22nd

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Monday, June 15th

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Monday, June 8th

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Monday, June 1st

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Tuesday, May 26th

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Monday, May 18th

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Monday, May 11th

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Monday, May 4th

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Monday, April 28th

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Monday, April 20th

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Monday, April 13th

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Monday, April 6th

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Monday, March 30th

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Monday, March 23rd

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Client Letters (customizable form letters)

Beyond the Headlines

We Will Get Through this Together

IRS Postponement Reminder

This May be an Opportunity

Navigating a Market Like No Other

CARES Act Stimulus Package

COVID-19: We Are Here To Help

Should You Care What the Market Does Each Day?

A Time for Perseverance

Keep Calm Stay Invested

Short-Term Headlines, Long-Term Quest

Stay the Course in Volatility

Rattled By the Market, You’re Not Alone

What a Market Correction Means to You

Surviving Market Volatility


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Great Big Story presents ideas on how to be helpful to your community and others during the COVID-19 crisis.
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CNBC looks into how COVID-19 relief might affect your retirement.
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CNBC takes a look at maintaining retirement income during periods of low interest rates.
LEARN MORE

Despite an emergency Fed rate cut, coronavirus volatility continues. 
CNBC REPORTS

The Federal Reserve will offer $1 trillion to fund short-term borrowing for businesses.
CNBC REPORTS

USA Today examines the continued coronavirus market volatility.
LEARN MORE 

The Stock Market Now Has Another Risk ‘Bubbling Up’, Strategist Warn.
LEARN MORE 


Tips for Clients

How to Handle Market Declines

This May be an Opportunity

Navigating a Market Like No Other

5 Things You Need to Know to Ride Out a Volatile Stock Market


COVID-19 Communication Tips

How COVID-19 is Driving New Financial Planning Business
Many investors who have lost money during the pandemic are seeking out financial advice for the first time.

Talking Points to Help clients Navigate Market Volatility
When it comes to the coronavirus pandemic’s effects on markets, clients aren’t the only ones with questions. As financial advisors, we need to know the best ways to help them achieve cleareyed, long-term mindsets regarding their portfolios — and reassure them that we are actively on the case in protecting and advancing their best interests.

Here’s What Advisors Are Doing to Help Clients — And Themselves — Amid Coronavirus Volatility
Five members of the CNBC Financial Advisor Council share what they’re telling clients, whether they’re helping them reallocate and how the downturn is impacting their own fortunes.


Market Volatility Communication Tips

How To Talk To Clients About Market Volatility

Improve Client Trust and Communications in Volatile Markets

What Keeps Me Calm for Clients as Markets Gyrate

Jamie Dimon Sees ‘Bad Recession’ and Echoes of 2008 Crisis Ahead

Financial Advisor Shares Advice for Investing During COVID-19

5 Ways to Ease Clients’ Recession Fears

10 conversations Advisors Should Be Having with Clients Now

How Advisors Can Help Retirement Clients Weather a Market Meltdown

Pandemic Update

4 COVID-Related Retirement Planning Trends

Recovery From the Pandemic Will Follow Four Curves

How Covid-19 is Reshaping the Financial Markets and How Financial Executives Should Communicate

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