Replacing Panic With Perspective

Replacing Panic
With Perspective

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Communicating to Investors During COVID-19

The unfolding global crisis related to the spread of COVID-19 has weighed heavily on all of us. As we watch the world—and the markets—respond in unprecedented ways, advisors play a critical role in providing the support and guidance investors need to maintain peace of mind and keep their long-term financial goals within view.

To ensure that you’re equipped with the tools you need to effectively communicate with your clients during these times, we’re offering a host of free marketing assets to advisors.



Step 1:


Check Out Our Best Practices

Checklist: Do’s and Don’ts of Communicating During COVID-19

Keep these tips in mind as you connect with clients so that they know that you are weathering the storm with them and working hard to maintain their best chance for investment success.

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Step 2:

Stay Informed

In times like these, when there’s just as much misinformation as real news being pandered on social platforms and in the media, it’s critical for advisors to have access to a solid platform of materials they trust.

Our Market Volatility Command Center, built in response to the COVID-19 pandemic and continuously updated with insights from both our Investment Team and strategist partners, helps to facilitate a sense of confidence and empowerment for advisors with educational information, timely market updates, and additional resources.

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Step 3:

Download and Customize
Our Pre-Built Templates

Use the resources below to help your investors better navigate our current market and mitigate the upheaval caused by COVID-19.



Investor FAQs

Check out this video and get answers to the frequently asked questions your clients may send your way.

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Email Series

Wondering what to communicate to clients? Check out these templated emails to help get you started.

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Blog Template

Share your insights—and give your clients the peace-of-mind they’re looking for—with our easy-to-use blog template.

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Content Offer

Share with your clients the in-depth knowledge they want during these uncertain times with this tip sheet.

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Tweet Library

Show your clients you’re there when and where they need you most with our pre-built social media posts.

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Weekly Video

Orion’s CIO, Rusty Vanneman, offers recommendations for how investors can navigate our current market.

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Have Something to Share?

Upload any of your examples of successful client communications or helpful best practices that we’ll pass along to advisors.

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Step 4:

Take Your Investor Communications to the Next Level

Sign up to be one of the first to access Market*r, Orion’s new turnkey marketing automation platform, that combines hyper-personalized content templates and creative asset design options with best-in-class marketing execution technology, helping you enhance client communications, engage with prospects, and demonstrate the benefits of financial planning, especially during periods of market volatility.

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