262: How You Show Up in a Crazy Market Really Matters (And What To Do!)
Apr 8, 2025
Navigating a chaotic market can feel exhausting, but it’s a prime opportunity for growth. Discover why repeated client conversations are normal and how to handle the emotional toll. Learn the two key reasons clients panic and how to ease their fears. Silence isn’t golden—effective communication is vital. Implement one-to-one and group strategies to boost visibility and client trust. Embrace these challenges, and you could turn downturns into your biggest onboarding years.
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volunteer_activism ADVICE
Remember Client Fears
Write "Clients are afraid or they don't understand" on a post-it note.
Remember this before every client call to adjust your approach accordingly.
insights INSIGHT
Reassurance Is Key
Clients need reassurance and it's our job to provide it.
Previous explanations don't negate the need for repeated reassurance and current context.
volunteer_activism ADVICE
Empathy and Loved Ones
Consider how you'd want an advisor to speak to your loved ones.
This helps maintain empathy and deliver better client service.
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Markets are a mess, your inbox is full, and you’re probably feeling like you’re having the same conversation 100 times in a row. Maybe you're exhausted, maybe a little discouraged, and definitely stretched thin between trying to market yourself, stay visible, and manage nervous clients.
I see you. This work is hard. I wanted to create a special podcast for you—interrupting our planned content calendar—to address this, because it can feel SO HEAVY!
But I want to give you a little mindset shift today—and some tactical things you can do right now to support your clients and your business. This comes from my own experience of managing clients through the 2008 crisis and many ups and downs since then. And, because of the strategies we’re going to talk about, we actually brought on SO MANY clients during down markets—they were our biggest onboarding years because we were proactive and client-centric.
📌 In this episode, you’ll learn:
📞 Why having the same conversation over and over is normal—and how to manage the emotional drain
🧠 The two main reasons clients panic (and how to talk them off the ledge)
🔥 Why silence isn't golden when it comes to client communication
💡 One-to-one and one-to-many strategies for calming fears and staying visible
📈 How down markets can actually be a growth opportunity if you show up intentionally
You don’t have to be everything to everyone right now—but you do have to be present. How you show up in times like this becomes a cornerstone of your client experience. And remember, clients are watching closely—now more than ever. So take a breath, pick your message, and keep showing up. You’ve got this.
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
The Efficient Advisor: Tactical Business Advice for Financial Planners