Keeping Your Clients on Track 2021 | Personal Finance Society | 7 September 2021 | Webinar
Venue
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| Event Date |
Tue Sep 7 UTC (over 3 years ago)
In your timezone (EST): Tue Sep 7 6:00am - Tue Sep 7 7:00am |
| Location | Webinar |
| Region | EMEA |
Details
You’ve created and implemented the client’s financial plan. Your biggest challenge now is keeping them from wandering off the path or losing their nerve along the way.
What takes clients off track?
• Stockmarket crashes
• Economic recessions
• Poor investment returns
• Government rule changes
• Major political and/or economic turmoil
However, these events should never take you by surprise. They come around like clockwork throughout your career.
In this webinar, Brett Davidson, founder of FP Advance teaches you some powerful ways to communicate to clients before, during and after a crisis so you can keep your clients’ plans on track.
Learning Outcomes:
• Learn why clients can be taken off course by events that are outside of your control
• Discover how to prepare yourself and your business ahead of time, so that you’re never taken by surprise when the next crisis erupts
• Find out how the most successful financial planning firms communicate brilliantly to help their clients stay the course
Speakers
2021 Speaker
Brett Davidson
Founder, FP Advance