Click here for the Presentation Slides

 

Webcast Presentation

November 13th

2:00-3:00 pm EST

 

Complimentary Webcast
 

Sponsored by

 

 

Speaker Frank Muller Executive Vice President and Head of Distribution Behringer	Speaker Hannah Shaw Grove Executive Editor Private Wealth Magazine

 

Expert panelists will discuss how advisors can attract and retain clients during a challenging time when the Internet and technology are commoditizing the financial advice business, and globalization is increasing asset class correlation and complicating portfolio construction. The webinar will explore ways that advisors can enhance their value to clients by improving portfolio diversification, coaching them through tough times, carefully assessing their needs and goals, and communicating with them as one human being to another.

 

 

This webinar qualified for 1.0 hour of CFP Board CE credit
and 1.0 hour of CIMA^®, CIMC^® or CPWA^® CE credit.

 

Presented by