Critical Wealth Management Tactics to Employ in the Midst of a Volatile Market


Date: Tuesday, April 21, 2020

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by:



Working remotely in response to COVID-19, you need insights on how best to serve your high-net-worth (HNW) clients in the face of volatile market conditions and broader challenges associated with the global pandemic. HNW clients have rapidly changing expectations given the economic and other uncertainties they face. With the flood of news, they also have numerous questions and concerns, and – at the same time – want to receive both quick tips and more thoughtful advice.

Join this complimentary webcast to discover how to strategically use the latest communication, portfolio review and other techniques to share information and support your clients. You will:

  • Learn how to meet HNW/UHNW clients’ needs for both supportive communication and expectations of excellent service

  • Understand the best ways to review portfolio/investment issues during a period of intense market volatility

  • Increase knowledge of  resources you can utilize from client-experience (CX) and other experts, so you can deliver consistently supportive advice in a time of rapid change and uncertainty

REGISTER NOW! (Not able to attend? STILL REGISTER you will receive an email with how to access the recording of the event)