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Clients remember the advisor who called them during the selloff, not the one who waited for the quarterly statement. Have Amy watch the market and policy events that move portfolios and rattle nerves, and alert you when something warrants proactive outreach — so you get ahead of the worried inbound calls.

Copy and send to Amy

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What you get back

  • Same-day alerts on rate decisions, selloffs, and tax or policy changes
  • A plain-English summary and which clients are most affected
  • Suggested talking points for a proactive outreach note

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Required integrations

Email

Ask Amy to draft a ready-to-send client note alongside each alert, so you can review, personalize, and send within minutes of a market move.