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Special Adviser Webcast: What to Say to Clients Now



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Tuesday, September 23, 2008
4:00pm - 5:00pm ET

Essential Communications in Difficult Times

Key topics covered will include what advisers can do to:
*Retain clients
*Support their clients
*Ease clients’ fears
*Position clients for the long-term

Wall Street’s crisis can present opportunities for proactive financial advisers. Listen to our expert panelists LIVE from your own desk – ask questions and learn what to do at this tumultuous time.

Download presentation slides

Download as podcast

Moderator:

Evan Cooper
Senior Managing Editor, InvestmentNews

Panelists:
Lewis Schiff
Senior Managing Principal, Advanced Planning Group

Maureen Wilke
Founder, Wilke and Associates


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