Special Adviser Webcast: What to Say to Clients Now

View the Archive

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

View the Archive

Sponsored by: