What To Tell Investors Now: Speaking With Clients And Prospects About The Bear Market

What To Tell Investors Now: Speaking With Clients And Prospects About The Bear Market
Max Bolka
06/26/09 4 PM EST Program Id: 822555704

Their portfolios have dropped 20% or 30% in value and the global economy is in disarray. What do you say to clients and prospects now?

 

You’ll learn exactly what to say in this session, which covers a range of talking points including:

 

· Can A Government Bailout Fix Our Problems?
· Four Dangerous Words Uttered By Investors
· How To Deal With A Crisis Of Confidence
· What To Do If You're 50, 60, or 70
· What Would Warren Buffet Do?
· How Safe Is Your Money In The Bank?

 

Max Bolka is a 27-year veteran of the financial services business. Having been a successful advisor himself from 1982 to 2000, he now coaches advisors on sales and marketing and practice management, and speaks at industry events about these issues.

 

 


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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