Prospecting and controlling the conversation in volatile markets

Volatile markets can cause investors to behave irrationally. Market uncertainty may not only push DIY investors to seek professional advice, but also can drive individuals who already have a financial advisor to consider a new advisory relationship. This webinar will help you capitalize on these new opportunities while also helping you to reassure your existing clients.

In this webinar, you’ll hear:

  • Best practices for prospecting during an uncertain investment landscape
  • Ways to change your mindset and make your practice more attractive to new and current clients
  • How to shift client and prospect conversations to positive topics you can control

Your speakers:

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