MoneyGuidePro Webinar: How to Talk to Clients About Market Volatility

Thursday, February 25 at 4:00 PM (ET):

This webinar will be hosted by MoneyGuidePro and presented by their president, Kevin Knull, CFP®. Kevin will go over several conversations that advisors can have with clients to refocus them on their long-term goals rather than short-term market fluctuations. 

Description:

When the market is volatile, clients start asking difficult questions. While the words may change, there is really only one thing they want to know:

Will we be able to fund our goals?

Technology allows clients constant access to their changing portfolio balances. Without communication from their advisor, their focus will be on the short-term vagaries of the market rather than their long-term goals.

Join MoneyGuidePro president Kevin Knull, CFP® on Thursday, February 25 to learn how to effectively communicate with clients about market volatility. He'll cover:

• showing clients how market fluctuations and other factors outside of their control affect their plan (it's usually not as bad as they think)
• empowering clients to test how decisions they make can affect their results, helping them feel more in control of their plan
• stress testing to address concerns clients have right now and making sure they are in the right portfolio for their risk tolerance

If you wish to register for this webinar, please click here.