How To Grow & Retain Financial Planning Clients in Volatile Times

Learn the secrets to client retention and growth that top advisors are using right now to thrive despite market volatility.

How To Grow and Retain Financial Planning Clients in Volatile Times

Join us for this interactive “Doubleheader” focused on Advisor Growth and Retention.

This session will provide practical insights into:

  • How investor expectations change in volatile times
  • Using volatility to nurture your relationships with your investors
  • Ways to effortlessly stay “Top-of-Mind” to land new business
  • Pro prospecting tips

Watch it on demand now!

Duration: 41 minutes

Available On Demand

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Presented By:

Matthew Repking

Matthew Repking

Leader, Financial & Prof. Services


Jerimiah Desmais

Jerimiah Desmais

Founder & CEO


Kevin Darlington

Kevin Darlington

GM, Head of Advisor Solutions