Skip links

Growing Your Business in Uncertain Markets

There’s no doubt that the market is going through a tumultuous time. While many analysts are trying to pitch the cause and solution, it’s still not totally clear what these market conditions mean for the future. Everything from war, to inflation, to COVID have been floated as the cause for current market recoil, but it remains to be seen what the final chapter of this weird situation will be.

Thankfully, there are still ways to grow your business even when market conditions are less than ideal, and you may not be thinking about the operations side of your financial advisor business. Financial planning has arguably never been more important than it is right now. And while there are plenty of “free” resources to compete with, people still need an expert with the understanding and the time to handle their money and allow it to grow.

Here are some value propositions to help you bring in new clients even when markets are in the red. 


Debt Reduction

High income earners often have a high debt load to accompany their salary. This debt can hinder future opportunities to grow wealth and work toward future financial goals. While debt reduction may seem simple in theory, when dealing with large debt, it is best to strike a balance between investing and repayment. This is a great place to pitch professional services and strategies to ensure the client is obtaining the best of both worlds especially when investment opportunities are at multi-year lows.  


Long-Term Care

The wonders of medicine have created a world where we live longer than ever, but it comes with a hefty price tag. Aging waits for no one, green or red markets, and is something that always needs to be planned for. It’s also never, and we mean never, too early to start planning for long-term care. No one knows the future, and it’s best to have a plan in place so your client’s assets are preserved into the future. Marketing yourself as a resource for tackling this tough topic is a great way to bring in clients in any season. 


Female Investors

As the number of egalitarian financial situations have increased, so too has the number of women who lead they way for their household’s financial future. Of course, women often find themselves in charge of the family finances assets alone based simply on longevity. Are you creating conversations that include and value their views? Data suggests that women may be looking for advisors that have a better beat on environmental, social and corporate governance of their investments. Female investors will make the move to whomever they see as the best fit, especially when the markets are in turmoil.

There are other strategies to acquire new clients in tumultuous financial times, but these are tried and true value propositions that are sure to win clients and help grow your portfolio even in a down market.


Looking for a partner to help you grow your firm? Let’s talk.