Date: Wednesday, June 24, 2020

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by: Orion Advisor Tech

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

Speaker:

Jake Leise | Senior Product Marketing Manager | Orion Advisor Tech

1325-OAS-5/20/2020

Request Free!