Helping Clients Navigate Market Volatility
Finding ways to add client value during periods of instability
Speakers
Sarah D. McDaniel
Head of Enterprise Enablement
Sarah Marriott
Director, Sales
Patrick Carlson
Product Counsel, Vanilla
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Speakers
Sarah D. McDaniel
Head of Enterprise Enablement
Sarah Marriott
Director, Sales
Patrick Carlson
Product Counsel, Vanilla
As advisors well know, periods of market volatility can elicit anxiety, frustration, and lots of questions from clients.
These moments of instability are the time for advisors to lean in, calmly and confidently helping clients navigate through uncertainty.
Rather than hunkering down to wait out the storm, savvy advisors can pivot to other planning opportunities during times like these. In this webinar, Vanilla’s experts will draw on their years of industry experience to share tips for navigating market volatility, like:
- Think about asset protection
- Focus on the long-term planning goals
- Look beyond investing to more holistic planning
- Optimize tax efficiency
- Foster multi-generational relationships