May 13: It’s time to shine: Proving your value as an advisor

May 13: It’s time to shine: Proving your value as an advisor
Start Date:
May 13, 2020
End Date:
May 13, 2020
Location:
Cost:

Despite challenging circumstances, the coronavirus crisis is providing a golden opportunity for advisors to prove their value. A pro-active advisor that has detailed, pre-emptive financial planning and an effective communication strategy will be well-poised to both steer their clients through the crisis and strengthen their relationships.

  • Strategies to support calm and constant communication with clients
  • Managing client fears during a market crash
  • Educating clients on market volatility, long-term strategies and the danger of making emotionally driven investment decisions