As we move through the current crisis, clients are being bombarded by ‘reassuring messages’ that are all starting to sound the same. If your goal is to demonstrate true leadership to clients, you need to understand what matters most to them, right now, and then cut through the noise by providing meaningful and personalized support. The question is how. Join me on May 21st at 1:00 ET to hear new research on what clients need right now and how you can demonstrate true leadership. Specifically, I'll examine:

• What clients really need right now, based on investor research gathered in March 2020
• How to tailor your client communications to support those needs
• How the current crisis will redefine how we communicate with clients in future, and
• How to leverage your plan to demonstrate leadership with prospective clients

This webinar is approved for 1 CE credit toward CFP®, CIMA®, CPWA®, CIMC® and RMA®.

The Details:

Date: Thursday, May 21st

Time: 1:00 ET

Click here to register

I hope to see you there,

Julie