In the News
An AI Prompt to Calm Clients During Market Volatility
AI tools can support advisors during volatile markets by helping draft messages that acknowledge client concerns, provide context, and reinforce long‑term focus. The recommended AI persona is a Certified Financial Planner (CFP) crafting a calm, empathetic, compliant email to reassure anxious clients considering emotional investment decisions.
InvestopediaBrittany Brown
March 3, 2026