Tips to Kickstart Your Financial Planning Services During Volatile Times

Overview

Date: Wednesday, June 24, 2020

Time: 2:00 p.m. ET |11 a.m. PT

Cost: Complimentary

Sponsored by:

 

The current economic downturn may have your clients making emotional or quick investment decisions, and it’s up to you to guide them through these uncertain times by grounding them with a solid financial plan. Market declines can be viewed as a time to beef up your financial planning services and refine your clients’ strategies — which could result in business growth.

Join this complimentary webcast for tips to kickstart your financial planning efforts during volatile times. You will learn how to:

  • Introduce planning services through a variety of what-if scenarios

  • Implement actionable recommendations to increase your financial planning services

  • Use best practices to market yourself and your business to existing and new clients

  • Gain additional revenue

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

Speaker:

Jake Leise | Senior Product Marketing ManagerOrion Advisor Tech

 

 

 

1325-OAS-5/20/2020