The following post is courtesy of Diane Harrison who is principal and owner of Panegyric Marketing, a strategic marketing communications firm founded in 2002 specializing in alternative assets.
It’s time to look forward and make sense of the seismic shifts that are in store for our nation. Investors as a whole are ready to take stock of their holdings, be educated on the many changes to come, and receive support and guidance on how best to navigate 2025. While no one has all the answers they seek, every manager can best position themselves to be one of the advisors to lead the way for their clients by understanding more of what motivates investors to make changes in their investments.
ANTICIPATION
Widespread changes to the political landscape undoubtedly bring subsequent shifts in the economic outlook, and 2025 promises to be a banner year for such upheaval. Reminding clients of the ways in which such activity impacts short, medium, and long-term holdings can reinforce the importance of portfolio balance and diversification, tax exposures, and interest rates. Niche strategy managers with unique abilities offer noncorrelation to the overall market direction and may see strength in their appeal to investors looking to reduce risk exposure.
AGITATION
Change creates stress, and stress creates discomfort. Investors who feel uncertain and less confident about being well-positioned to withstand the market unknowns to come need reassurance and a better understanding of what to expect from widespread changes. A stronger outreach effort from their managers is essential to the investment conversations to come in 2025. Schedule calls with key clients, and hold educational forums, in-person and on-line, for prospects that describe the potential impact such changes can bring to portfolios. See the results such outreach may have on both existing and new business.
COGITATION
Simply put, cogitation means deep thinking. When the overall level of change increases, a natural reaction for most people is to revert to the easy, the familiar, and the safety of past actions. For marketing investment strategies, savvy managers need to both appeal to investors by emphasizing established practices that mitigate risks as well as prodding them to consider new strategies and allocation plans that work well in today’s dynamic environment. Create investment scenarios that might occur with explanations of how to defend or exploit such actions, and stimulate the discussions with investors that can cause them to consider making personal changes.
If managers approach 2025 with these proactive approaches to supporting concerned investors, this year of change can offer both parties many chances to succeed in riding the wave.
Leave a Reply