Made for Financial Advisors
Write the Right Message in a Market Selloff
Also useful for: people in Finance
30 min
Intermediate
Communication
Communicate Better
Difficult Conversation
Draft a credible selloff message tied to the client's plan, portfolio exposure, concerns, and recommended action.
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Use this when
Markets have fallen sharply, client concern is rising, and you need to communicate before fear, headlines, or silence drives a poor decision.
You'll need
- Verified market facts
- Client context
- Plan anchors
- Portfolio relevance
- Recommended action
- Next step
- Delivery channel
- Compliance constraints
You'll get
- Verified facts separated from interpretation
- Client-specific plan anchors reflected accurately
- Action or no-action recommendation stated plainly
- Unsupported claims and risky language removed
- Final message reviewed under firm policy
By the end of this playbook
You will have:
- Verified facts separated from interpretation
- Client-specific plan anchors reflected accurately
- Action or no-action recommendation stated plainly
- Unsupported claims and risky language removed
- Final message reviewed under firm policy
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Verified market facts: The S&P 500 fell about 8% over the past three weeks as of September 22. Approved firm commentary cites rate uncertainty and weaker growth expectations. Client context: Dana and Marcus are five years from retirement and worried about repeating their 2008 experience. They don't expect portfolio withdrawals for at least four years. Plan anchors: Their retirement date has a two-year flexibility range, and 18 months of planned spending sits outside the investment portfolio. Portfolio relevance: Their diversified portfolio has fallen less than the headline equity index because it includes bonds and cash. Exact performance will be reviewed separately. Recommended action: Stay with the current plan Next step: Offer a 20-minute call this week and review the retirement spending timeline at the scheduled October meeting. Delivery channel: Email Compliance constraints: Avoid guarantees, predictions, tax advice, and unapproved performance comparisons. Final email requires compliance approval.
Sample assembled prompt
Message map What changed: Broad stock... What remains intact: Dana and Marcus... What deserves attention: Their concern about... Exact portfolio performance and the retirement... What action is warranted: No immediate... Offer a short call and keep... Final message Subject: Putting the recent... Broad stock markets have fallen over... The more important question is what... Your portfolio is diversified across stocks,... You also don't expect to begin... Based on what we know today,... That doesn't mean ignoring the decline. It means checking the facts against... I'm available for a 20-minute call... At our October meeting, we'll also... Best, [Name] Risk check - Confirm... - Confirm that the cash reserve... - Add any required firm disclosure. - Obtain compliance approval before delivery.