Fast Facts: Staying Steady In Stormy Times
Times of market uncertainty and volatility can be stressful for clients and financial advisory teams. This 11-minute course helps you to understand the client's concerns and how best to respond.
Supporting clients through uncertainty
Check a few of our other offerings
$299- Improve your attention to detail while getting more done. Learn practical tools and techniques to manage time, prioritize, and improve attention to detail. Approximately 5-6hrs completion time
$299.99
$175- Ten-minute, topic-specific lessons that provide a useful overview of commonly employed financial planning concepts and strategies.
$175
$ 450- Essential skills, techniques, and strategies vital to successfully manage and supervise financial advisory team members. Ideal for newly promoted team members.
$450