UPCOMING TRAINING SESSION
How to demonstrate your expertise and build trust when markets decline
Tuesday, December 6th, 2022
When markets decline many advisors tell their clients to ride it out and not make any changes to their portfolio.
Are you making this mistake?
Although there may be times when this is sound advice, a greater opportunity is missed because clients don’t remember what you say, they remember how you made them feel.
When markets move down and portfolios lose value, it’s your chance to demonstrate your expertise and build trust.
In this 45-minute session, we’ll share the Risk Over Returns strategy and how it builds trust with clients that you can leverage into long term relationships and referrals.