Resources to help you support your clients through times of uncertainty.
Market ups and downs are normal, but that doesn’t make the downs any less stressful for your clients. During times of uncertainty and volatility, your clients may look to you for financial advice more than ever.
Use these resources to help educate your clients about market volatility, ease their worries and help them avoid making emotional investment decisions.
Need tips on how to talk to your clients about market volatility? Check out these resources to help start client conversations, including some eye-catching social posts you can share.
Your clients may be worried about market volatility and looking for reassurance that you understand their concerns and fears. This document will help guide you through these challenging conversations.
Share this booklet with your clients to help them put market volatility into perspective. It includes explanations and visuals to help them understand the importance of staying invested during market downturns.
Download market volatility flipbook:
Copy and paste the following social posts to share with your network.
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Animation to download and add to post |
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Worried about market volatility? It's important to look at the big picture. Let's talk about how to keep your portfolio on track with your long-term goals. |
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Missing just a few key weeks in the market can be costly. Let’s connect to ensure your investment plan is set up for success. |
Download 'Pulling your money out' animated chart |
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Feeling like you want to sit on the sidelines until the current market volatility passes? It may be time for a portfolio review. Let’s talk about how your investment plan can help meet your long-term goals. |
Download 'Risk vs. return' animated chart |
Looking to start conversations with your clients about market volatility and help them see the bigger picture? Share these animated social posts with your networks on LinkedIn, Facebook or Twitter to help reach them.
Some of your clients may panic when they hear about market volatility. It can be confusing for them to understand the normal ups and downs of the market cycle. Use these pieces to learn about past market events and how lessons from them have helped advisors better prepare to handle future events. The resources will also help encourage your clients to focus on long-term investment strategies.
Copy and paste the following social posts to share client articles with your network.
What are market cycles?
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I can help you manage the effects of changing market cycles. Contact me and let’s create a balanced portfolio that can help carry you through market highs and lows. |
Worried about market volatility? Market cycles are inevitable but a balanced approach to investing can help you achieve long-term growth. Reach out and let’s talk about your options. |
Worried about how market volatility may impact your investments? A well-planned, long-term strategy can help you achieve your investing goals. Talk to me and we can figure out a plan that works for you. |
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Stock markets can be unpredictable. Wondering what this means for your investments? Here are some answers. Talk to me to learn more. |
What do the weather and stock markets have in common? They’re both unpredictable. Reach out and let’s talk more about how market cycles may be managed with a balanced approach to investing. |
Worried about what a bear market could mean for your investment strategy? I’m here to help. Find out how market cycles may be managed with a balanced approach to investing, and reach out to learn more. |
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A bear market doesn’t mean the stock market will crash. Learn how market cycles can be navigated with a balanced investing strategy. |
Understanding Risk Tolerance
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How much risk are you willing to take? Contact me for help in developing a tailored investment strategy so you can invest comfortably. |
Everyone has a different comfort level with risk. Contact me for help in developing an investment strategy based on your personal risk tolerance, goals and timeline. |
Do you know your personal risk tolerance? I can help you understand your comfort level and help you develop a tailored investment plan based on your personal risk tolerance, goals and timeline. |
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Is your investment strategy conservative, moderate, aggressive or somewhere in between? Learn which strategy is right for you. Reach out and let’s work on a plan that fits your goals and comfort level. |
Check out these practical tips for picking an investing strategy based on your risk tolerance, and talk to me to learn more. Together, we can build a plan that fits your comfort level. |
Worried about market volatilituy? Understanding your risk tolerance can help you create a well-balanced investment strategy you can be comfortable with. Talk to me to learn more. |
Copy and paste the following into a new email to send to your clients.
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How to survive a market downturn |
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Hi [client name], I hope you're doing well. With the recent volatility in the markets, I wanted to reach out to you to talk about what this may mean for your investment portfolio. Your financial plan is designed to help you reach your long-term goals, in line with your risk tolerance and investment timeline. It was also created knowing that market ups and downs are to be expected. Market swings are a normal and healthy part of market cycles. And, historically, those who stay invested through them may reap the benefits when the market recovers. But I understand these swings can also be uncomfortable. It's why I wanted to get in touch, to see if you have any questions about your current plan. Also, if you wish to connect to review your portfolio’s asset allocation or to update your goals, please let me know and I’d be happy to set up a meeting. I also invite you to check out a recent article: How to survive a market downturn. |
Market downswings can be stressful for clients, leading them to make emotional decisions for their investments. Use these resources to help your clients see beyond negative headlines and stay invested for the long term.
How to deal with market volatility
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Looking for help dealing with market volatility? Stay on track with 3 strategies, and talk to me to learn more: |
Billionaire investor and hedge fund manager Seth Klarman once said, “The stock market is the story of cycles and of the human behaviour that is responsible for overreactions in both directions.” There’s no need to overreact about volatility – reach out and let’s talk about how you can deal with it. |
Market ups and downs can be unnerving, but these 3 strategies can help you deal with market volatility: |
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Don’t let market ups and downs derail your long-term investment strategy – I’m here to support you in achieving your financial goals.Here are 3 tips to help you deal with market volatility today: |
Looking for help staying on track with your investment plan? These 3 strategies can help you prepare for market volatility. Let’s review your plan and keep you on track. |
Do you have a properly diversified investment plan to help you stay on course during market volatility? These 3 strategies can help. Reach out and we can discuss how to diversify your plan. |
Don’t let emotions rule your investment plan
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Nervous about today’s volatile markets? It’s important not to let emotions rule your investment strategy. Let’s talk about how to live with volatility. |
Find out how having a solid investment plan can help you avoid letting emotions rule your investment strategy. Reach out and we can review your plan together. |
It’s important to keep your eye on the prize when investing and avoid letting emotions take over your investment strategy. I’m here to help – let’s talk. |
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Worried about today’s volatile markets? Don’t let emotional investing impact your long-term goals. Let’s work through your concerns together. |
You can’t predict market changes before they happen, but having a solid strategy for your investments can help you achieve your long-term investment goals. Talk to me to learn more. |
Having a long-term investment strategy can help you stick to your plan and keep your emotions at bay during market ups and downs. Let’s talk and work through strategies to help you. |
How to survive a market downturn
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Big lessons come from big market downturns. Here are some learnings from recent market events to help you through volatile times. Talk to me to learn more. |
Here are some lessons on how to help navigate a market downturn in the future. I'm here to help too - reach out and let's talk. |
Market volatility can be unsettling, but there are strategies to help you deal with market ups and downs. Let's talk about ways to deal with fluctuations. |
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When it comes to weathering market volatility, don't let your emotions cause you to make an impulse decision. Let's review your plan and talk through your options before you take action. |
Weathering a market downturn doesn't have to be scary. I'm here to help you – let’s talk about ways to keep your investment plans on track. |
Is it time for a portfolio checkup to make sure your investments are sufficiently diversified? Contact me to help make sure your investment plans are still on track. |
Managing risk in volatile times
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Looking to help protect your portfolio from market volatility? Contact me for solutions that can help you invest with confidence. |
Looking for some stability in volatile markets? There are strategies that can help protect your investment portfolio from the impact of market ups and downs. You have options – let’s talk. |
A well-rounded approach to investing can help protect your portfolio from market volatility. Talk to me to learn more. |
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Market volatility is inevitable, but there are ways to help ease the impact on your investments. Learn more and reach out – we can discuss how to manage risk in your finanical plan. |
Looking for help managing risk during volatile market conditions? Check out these solutions. Let’s work together to protect your portfolio. |
Looking to help protect your investments from market volatility? Contact me to learn more about how diversification can help. |
Copy and paste the following into a new email to send to your clients.
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Options for managing risk in volatile times |
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Email body |
Hi [client name], I hope you're doing well. Recently you may have been hearing about market uncertainty and I wanted to touch base to talk about what it may mean for you and your investments. While market swings are to be expected, they’re also a good reason to review your overall investment strategy to ensure it’s still aligned with your long-term goals and risk tolerance. To help manage risk and boost diversification, there are a few types of solutions we can consider for your portfolio, such as:
If you’re curious about how these solutions may fit into your investment strategy, please let me know and I'd be happy to set up some time for us to talk. I also invite you to check out a recent article: Managing risk in volatile times: you have options. |
This video talks about why reacting to current market trends isn’t always the best decision for investors.
Onscreen text: I heard the market isn’t doing well. Should I change my investments?
• Your plan is based on your big picture goals
• A market dip shouldn’t change that.
• Don’t let emotions lead the way.
• Stay invested for the long-term
This video explains market volatility, how it impacts your clients’ investments and how to manage it.
Description: This animated video introduces a character named Tim and his advisor with illustrated graphics to show how market volatility can impact your imvestments and how to manage it
Text: Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “How does market volatility affect my investments?” fades in below. An illustration of a bar graph draws on the right side of the frame.
Tim: There seems to be lots of ups and downs in the markets these days. What’s that mean for my investments?
Description: Tim and his advisor stand on a bridge in front of a body of water and hold coffee cups. The illustration zooms in on Tim, then on the advisor.
Advisor: Some market volatility is the sign of a normal, healthy market.
Description: A graphic titled Historical Returns appears on screen and draws the S&P/TSX composite total return index between 2004 and 2008.
Advisor: I know big declines in the market can make you question your investment plan.
Description: The graph expands to a falling market around 2009, then an improvement in the market until 2014.
Advisor: But, history has shown that when the market does fall, it eventually comes back even stronger.
Description: The graph flips over a smaller graph titled Retirement. It shows growth between 1% and 3% over a period of time.
Advisor: And that can be good for your investments in the long run.
Description: Screen transitions to a shot of Tim talking.
Tim: Are there things I can do to prepare for volatility?
Description: Screen transitions to a shot of the advisor talking and showing Tim the screen of her phone.
Advisor: There are – some you’re already doing.
Description: The rectangles appear on screen one on top of the other with the text, Investment plan, Long-term goals and Investment risk.
Advisor: Like having an investment plan. Staying focused on your long-term goals. And understanding your tolerance for investment risk.
Description: Screen returns to Tim and the Advisor standing on the bridge.
Advisor: Let’s talk about other strategies to help you manage market volatility.
Text “Let’s talk. Contact me today.” appears onscreen with the Canada Life logo and legal line: “Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-888-252-1847.”
This video reinforces that clients’ investment strategies are about more than just returns – they're about their risk tolerance, goals and portfolio managers.
Onscreen text: I got my statement – why aren’t my investment returns higher?
• Your strategy is about more than today’s market trends
• They shouldn’t guide the way
• Your goals and disciplined portfolio managers should
• Stay invested for the long-term
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