Adding value to conversations in times of market volatility
Volatile markets can push investors to seek professional advice. They can also drive individuals who already have a financial advisor to seek a new advisory relationship. This webinar will focus on helping advisors capitalize on this money in motion, while also helping to reassure existing clients.
Your speaker:
Join Steve Zuschin, EVP of Advisor Success at LifeYield, and learn:
- How to change your mindset and make your practice more attractive to new and current clients
- Topics for positive conversations that you can control
- Best practices for using technology to build trust and guide discussions