Managing Your Clients In A Bear Market

by Advisor Products 7/18/2009 2:25:00 AM

The market fallout of 2008 caught many investors and advisors by surprise as stock portfolios were cut in half. Now, after a resurgent second quarter in 2009, the economy and markets may be facing more headwinds. In this week's session of The Financial Crisis Webinar Series, Art DeLorenzo, CFP, Rick Aberman, Ph.D., and Fred Luskin, Ph. D. helped advisors create a plan for retaining and gaining clients during these difficult times. As founders of Maximize Your Talent Group LLC, a NY-based consulting firm, DeLorenzo, Aberman, and Luskin help financial advisors and other professionals identify and implement personal growth opportunities.

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7/30/2010 2:24:14 PM

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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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