Bill Good Marketing

The Economic Crisis Guidebook

The #1 Strategy to Keep Clients Confident & Grow Your Business in Uncertain Times

When markets crash, emotions run high. Clients panic. Phones ring off the hook. Advisors scramble to respond.

But what if you could turn market volatility into an opportunity?

With this Preparation Checklist for Crisis Handholding, you’ll have a step-by-step strategy to not only calm client fears but also attract new business while other advisors are struggling to keep up.

The Economic Crises Guidebook 1 1

What This Checklist Will Help You Do

Before the Crisis
  • Ensure your client communications are effective and reach the right people.
  • Build a strong online presence so clients and prospects find you first.
  • Identify at-risk clients who need proactive engagement.
  • Establish a structured daily workflow that allows you to adapt to emergencies.
During the Crisis
  • Craft a clear, compelling message that reassures clients and reduces panic.
  • Train your team to deliver a unified message and reinforce confidence.
  • Communicate quickly and consistently using email, video, and direct outreach.
  • Position yourself as the authority clients and prospects turn to for guidance.
Grow Throughout the Crisis
  • Strengthen client loyalty by demonstrating leadership when it matters most.
  • Capture new business as other advisors fail to support their clients effectively.
  • Expand your reach by leveraging webinars, referrals, and strategic partnerships.
  • Implement a proactive system that turns volatility into long-term growth.

Why This Strategy Works

Developed by Bill Good in response to the 1998 market downturn, this system has helped thousands of advisors retain clients, prospect effectively, and grow their practices even in the most challenging economic environments.

When markets become unstable, investors seek guidance. They will find it from you, the media, or another advisor. This checklist ensures they look to you first.

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Crisis preparation is not optional—it’s a necessity. Advisors who lead in times of uncertainty emerge stronger.

Get the complete checklist and position yourself as the trusted voice your clients and prospects need.

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