{"id":6706,"date":"2025-01-20T16:44:30","date_gmt":"2025-01-20T16:44:30","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/scariest-client-email-ever\/"},"modified":"2025-01-20T16:44:45","modified_gmt":"2025-01-20T16:44:45","slug":"scariest-client-email-ever","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/scariest-client-email-ever\/","title":{"rendered":"Scariest. Client Email. Ever."},"content":{"rendered":"

\"mon\"Pause.<\/p>\n

You\u2019re comfortable right now, sitting down, reading the words on your screen. You have your clients, you\u2019re helping them manage their assets and you have a plan for their future.<\/p>\n

But in a few minutes you get an email. And suddenly your business is at risk.<\/p>\n

There\u2019s been an unexpected change in your client’s life and now their\u00a0assets are under the control of their eldest son, Eric. Wait. That\u2019s his name, right? Eric? Uh oh\u2026 time to make a few phone calls.<\/p>\n

… You’re not prepared.<\/p>\n

Waiting until your client\u2019s assets are in motion to try and create a relationship with the family simply does not work.<\/em><\/p>\n

In cases like the one above, you\u2019ll be viewed as an \u2018ambulance chasing ghoul\u2019 rather than a trusted advisor. It won\u2019t work for you and it is not in the best interest of your clients, either.<\/p>\n

Your clients want to know that their families will be taken care of and you can\u2019t do that unless you include them in important \ufb01nancial discussions and decisions throughout the relationship. This takes work upfront, and tomorrow’s too late to start.<\/p>\n

Plus, studies prove your business will suffer. The majority of advisors lose a client assets when “money is in motion”:<\/p>\n

\"Money-In-Motion-infographic\"<\/p>\n

Unfortunately, losing \u2018money in motion\u2019 means that advisors are constantly working to replace lost AUM after transitions rather than continuing the relationship and managing the money as it transfers to other members of the family.<\/p>\n

You CAN\u00a0take charge.<\/h3>\n

You CAN control your fate and protect your business from becoming a statistic. You DO have the chance to keep clients\u2019 assets under your management, even when \u2028\u201cmoney\u2019s in motion\u201d between family members. Here’s how:<\/p>\n

Step 1) Understand this is a real threat.<\/p>\n

Step 2) Understand the timing is out of your control.<\/p>\n

Step 3) Prepare.<\/p>\n

You just need to prepare. To\u00a0get step-by-step help, read\u00a0Money In Motion<\/a>, a free guide that covers simple, automated, cost effective and personalized approaches that you can use with any and ALL of your clients\u2019 family members. And learn how to do it without burdening you or your staff. By the end, you\u2019ll have the tools to deepen relationships with the family so that you can retain clients and AUM despite wealth transfers. You can\u00a0download a copy here.<\/a>
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