NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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Now that markets aren't as volatile, some clients will wonder what your role is. Don't get complacent—be sure they know how you are proactively looking after them.
We're in recovery, yet an air of uncertainty still hangs over the economy. This client letter template will help you explain what has happened in the economy over the last six months and give some perspective on what lies ahead.
Your credentials, your processes, your experience—none of these mean much to clients if they don't connect them to a personal benefit. Making that connection is the key to distinguishing your value.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.