Certified Financial Planner Board of Standards Inc.
03/03/2026 | Press release | Archived content
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
Certified Financial Planner Board of Standards Inc. published this content on March 03, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on March 13, 2026 at 15:01 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]