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.
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