262: How You Show Up in a Crazy Market Really Matters (And What To Do!)

The Efficient Advisor: Tactical Business Advice for Financial Planners

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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.

Audience Connection
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Chapters

1. 262: How You Show Up in a Crazy Market Really Matters (And What To Do!) (00:00:00)

2. [Ad] Audience Connection (00:12:03)

3. (Cont.) 262: How You Show Up in a Crazy Market Really Matters (And What To Do!) (00:12:51)

271 episodes

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