Forecasts are often wrong. This January, share something different.
Market forecasts, especially annual or short-term ones, are famously unreliable. But if you neglect to produce a New Year commentary, your clients are left in a communication vacuum that will undoubtedly be filled with detracting opinions.
So this January, consider a commentary with these areas of focus:
Analyze what’s happening now.
While predictions are dangerous, a level-headed analysis of the current environment is an aspect of market commentaries that still has value for clients. They want to know that you’re paying attention, that you have a valuable perspective, and that your investment recommendations are rooted in informed insights, not knee-jerk reactions.
Present your assessment in the context of longer-term strategies and the guiding methodology at work in your clients’ portfolios.
Reaffirm your value for clients.
The new year is an excellent time to remind clients why they chose your services in the first place. It’s a time when many people reconsider what in their lives is working and what isn’t, and it’s best to be proactive about clarifying the advantages of your approach.
This could include a spotlight on one or more services that clients may not know you offer, a review of client resources or a summary of 2025 highlights. It also doesn’t hurt to remind clients that you’re available for casual conversations with their friends and family.
Encourage personal updates.
Your New Year commentary could also support the advisor–client connection by sharing updates about you and your team, both personal and professional.
You might even encourage clients to share their own outlook for the year—the life events that may be ahead, plans or goals they’re considering, and other developments that could have financial implications. Ending on a personal note can help reinforce the trust that is at the core of your client relationships, while establishing a balance in your commentary between market analysis and personal, life-oriented guidance.
