During market downturns or times of economic distress, many RIA clients tend to focus on the day-to-day developments — even if that means losing sight of their long-term objectives. In times of uncertainty, your communications can be an effective tool for making sure your clients don’t let short-term volatility throw them off course.
This article from Barron's is a good example of how you can demonstrate to your clients that you're keeping an eye on their long-term financial goals, even when markets aren't cooperating.
