Special Adviser Webcast: What to Say to Clients Now
View the Archive Tuesday, September 23, 2008 4:00pm – 5:00pm ET Essential Communications in Difficult Times…
Tuesday, September 23, 2008
4:00pm – 5:00pm ET
Essential Communications in Difficult Times
Key topics covered will include what advisers can do to:
*Retain clients
*Support their clients
*Ease clients’ fears
*Position clients for the long-term
Wall Street’s crisis can present opportunities for proactive financial advisers. Listen to our expert panelists LIVE from your own desk – ask questions and learn what to do at this tumultuous time.
Download presentation slides
![]() |
Download as podcast |
Moderator:
Evan Cooper Senior Managing Editor, InvestmentNews |
Panelists:
Lewis Schiff Senior Managing Principal, Advanced Planning Group |
Maureen Wilke Founder, Wilke and Associates |
Sponsored by:
Learn more about reprints and licensing for this article.