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
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Download as podcast |
Moderator:
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Evan Cooper Senior Managing Editor, InvestmentNews | |||
Panelists:
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Lewis Schiff Senior Managing Principal, Advanced Planning Group | |||
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Maureen Wilke Founder, Wilke and Associates | |||
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