SEPTEMBER 6, 2017
* Spots are limited for this webinar, so claim yours now! *
Wed., September 6
4:30 PM EST, 1:30 PM PST
Reserve Your Spot Now!
Prepare your clients for changes in the investing seasons.
Give your clients historical context for market performance and expected returns over the long term.
Navigate specific conversations with your clients to help prepare for the future.
One thing we can count on is seasons always change. The current warm summer will turn into the chilly fall, and then into winter. The same holds true for investing seasons. The current exuberant bull market will, at some unknown time in the future, morph into a stressful bear market. Most investors do not navigate the change of investing seasons very well. One of the most important roles for an advisor is preparing their clients and helping them put a plan in place for when the season changes. Forward-thinking advisors who plan ahead will be the ones who shine when the investing winter arrives. This webinar provides you with specific ideas for client conversations and how to navigate the next bear market. Whether you believe in passive or active investing - or a combination of both - this is a presentation you won't want to miss.
Deborah Fox is CEO and Founder of Fox Financial Planning Network (FFPN), a company nationally known for helping advisory firms work more efficiently and get systems in place. FFPN transforms how advisors and their staff operate by providing the workflow templates, tools and consulting to systematize the delivery of financial advice. FFPN’s deliverables enable advisors to create a process for delivering an exceptional client experience by uniting the four major components of their business – operations, technology, human capital and practice management, which also increases profitability and allows the firm to scale for growth. Fox has been a practicing financial advisor since 1987 and is known nationally for her unique approach to holistic financial planning and wealth management services as well as her specialty planning company, Fox College Funding. She is regularly interviewed and quoted by many publications such as the Wall Street Journal, Fortune, BusinessWeek, Newsweek, Forbes, Money, Fox News, Kiplinger’s, Financial Planning, Investment News and other industry publications. Fox is also a regular speaker at industry conferences.
Plus FREE Registration Bonus: Register for this webinar now and you'll receive the free bonus "Should You Outsource Your Investment Mangement?" - a helpful guide when deciding if outsourcing is right for you.
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