As financial advisors, when clients have questions about markets and the economy (and it truly is a matter of when, not if), it’s important to be prepared with clear perspectives and guidance.
Clearnomics makes this simple which is why it has become a critical part of our technology stack. Here we discuss four reasons why Clearnomics is a game changer for our practice and how you can leverage many of its features too.
1. Enhance your brand with Clearnomics slides and chartbooks
Advisors need high-quality insights to provide guidance to clients and prospects and to grow their practices, all while staying true to their brand and message. Clearnomics makes this simple!
By providing customized slides and updating them on a daily basis, Clearnomics allows you to seamlessly deliver insights that are ready to share.
The sample chart below is one we routinely rely upon to help provide perspective on asset allocation. Note our logo in the upper right-hand corner. Also, note that this chart is updated daily.
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Even better, you can organize the slides into “chartbooks,” which are automatically updated and delivered to your inbox every morning!
You can create a variety of chartbooks around different themes, say one for client meetings and another more extensive chartbook for internal use. Our team receives an email every morning from Clearnomics equipped with the latest market insights and timely talking points for client meetings throughout the day.
The slides and the compiled chartbook are also highly customizable with your brand’s logo so you can ensure that the substance, tone, style, and narrative are all consistent with your voice. And like we said, slides are updated automatically on a daily basis so you never need to go looking for the most recent data.
Clearnomics also creates separate chartbooks for each quarter around different market and economic themes (such as interest rates) to provide ideas for you to leverage. You can use their chartbook or revise it, picking and choosing slides to create your own custom chartbook.
Pro tip: Our firm leverages Clearnomics to create stunning, branded chartbooks that we use internally for our daily review and also for our client meetings. These are huge time savers as everything is right at our fingertips!
2. Clearnomics streamlines content creation
The abundance of market and economic content in the industry and in the financial media can sometimes feel more confusing than helpful, making it challenging for you to craft messages that are insightful and concise while communicating your unique value. Clearnomics addresses this with weekly “Insights” which are two- to three-page discussions on diverse topics such as market volatility, inflation, interest rates, and much more.
In addition to weekly insights, below is an example of a timely market piece we can use to inform our clients of the changing market dynamics. The client-friendly charts within insights include clear talking points that are perfect for client conversations and presentations, all of which can be customized and branded to your individual practice so you can deliver clean, crisp, white-labeled content to clients and prospects.
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I like that I can trust that the content is high quality and accurate, and that I can add as much or as little to it as makes sense for the story I want to communicate to my audience. Rather than searching across many channels and trying to vet what is and isn’t relevant, I can trust that Clearnomics will provide me with insights that are timely and topical, and then adapt them however I like. This saves me a lot of time, and I know clients and prospects appreciate the high-quality content.
Pro tip: Use Clearnomics Insights to quickly and easily create compelling content that educates and informs your clients, saving valuable time and resources every week.
3. Creating client videos with Clearnomics Studio
Let’s dive a bit deeper and talk about one of my preferred ways to use Clearnomics to deliver insights to my clients and prospects: Studio, the end-to-end video creation capability. Say you have clients who are concerned about stock market volatility. A short video with visuals may be the best way to address this. (Note my daughter Caroline in the thumbnail below.)
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Studio allows you to record a video for clients in minutes. You can even start with a turnkey script that you can make your own. Each video is designed to deliver a powerful and concise message in just about three minutes or less.
For many clients, short videos are a preferred method of communication. This more casual format allows you to connect with clients by speaking directly to them. If you are hesitant to get started with video, Clearnomics makes it incredibly easy with everything you need to record a video already in the application. There’s no need to hire writers, video editors, or consultants just to begin. Recording videos helps to foster meaningful conversation and connection with clients, and allows you to share your own unique perspectives and insights. Videos can then be easily shared on social media or embedded on your website.
Pro tip: Our firm uses Clearnomics Studio to create personalized video content that showcases our expertise and builds trust with our clients, all while saving time and resources.
4. Engage clients with multiple communication options
Clearnomics provides me with several communication options, empowering me to meet clients and prospects where they are. This is important because different clients prefer different communication formats. While some clients follow markets closely and might want deeper insights on new developments such as Fed interest rate cuts, others might prefer instead to watch short, engaging videos with broader overviews.
Additionally, different topics lend themselves to different mediums—charts might be most valuable to tell a highly visual story about the trajectory of tech stocks while video might be better for providing reassurance on the impacts of geopolitical uncertainty on the economy. Alternatively, you might want a written piece for a newsletter on a presidential candidate’s tax policies. Fortunately, Clearnomics gives you all these options and more.
Pro tip: We use Clearnomics to create a diverse range of content formats, from charts and articles to videos and social media posts, allowing us to connect with our clients in the way that resonates with them most.
Clearnomics is an integral part of my firm’s client communication and marketing strategy. Slides that are updated on a daily basis, along with the ability to create Chartbooks are huge time savers for us. In addition, we love the ease of making video content.