What To Tell Investors Now

by Advisor Products 6/26/2009 7:00:00 PM

View webinar replayIn today's session of the Financial Crisis Webinar Series, Max Bolka, an acclaimed author, speaker, and business coach to financial advisors, discussed how advisors can better communicate with clients about the bear market. Clients are worried about the future. Being proactive in letting them vent their worries, while reminding them of the importance of tried and true investment techniques will reassure them and strengthen your advisor-client relationships, said Bolka.
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July 10: Reducing Client Failures
There will be no webinar session of Friday July 3. The following week, bestselling author and acclaimed speaker David Maxfield will show you how to conduct crucial conversations with clients as they come to grips with the impact of the financial crisis on their retirement. Coauthor of The New York Times bestseller, Influencer: The Power to Change Anything, Maxfield employs a proven method for driving rapid, sustainable, and measurable change in behaviors.

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2/9/2010 6:56:28 AM

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The Crisis Webinar Series, hosted by Advisor Products, is a free weekly webinar presentation that addresses key issues affecting independent financial advisors during the global economic crisis. Presenters are experts in investment management, financial planning, firm efficiency, advisor technology, business coaching, and client service and have helped advisors with techniques for managing portfolio risk, identifying investment opportunities, boosting revenue, gaining referrals, and strengthening client relationships during today’s challenging business environment.

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Advisor ProductsAdvisor Products
Advisor Products provides marketing and technology solutions for over 1,800 independent financial advisory firms. The company organizes the Crisis Webinar Series to support the independent advisory profession during a time of tremendous difficulty after the fallout from the credit crisis. Advisor Products believes that by utilizing techniques taught in these webinars, the independent advisory industry can survive and even thrive through the recession.

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