Over time advisors have had different ways of interacting with clients, and each generation found what worked best.
Over time advisors have had different ways of interacting with clients, and each generation found what worked best. Advisors have evolved from being brokers to advisors and planners. The needs of clients are changing yet again.
Clients today want an Architect to coach them through life's transitions. Everyone faces significant decisions that have to be made during different life cycles. Some of those decisions relate to their money and careers. Others impact their family, children, retirement, or leaving a legacy.
The COVID-19 crisis and the ensuing market volatility will result in some clients leaving, but others will need your help. Money is in motion.
In this webinar, you will learn the importance of collaborating with clients during this unprecedented time and beyond. We will discuss the tools you need to become your client's Financial Architect, reinforcing your value to existing clients and helping to attract others.