Preparing For The Worst: Managing Your Clients In A Bear Market

Preparing For The Worst: Managing Your Clients In A Bear Market
Art DeLorenzo
07/17/09 4 PM EST
IWI
Program Id: 883777880
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The market meltdown of 2008 decimated client portfolios and advisory firm profits. After a resurgent second quarter, financial uncertainty lingers. Are you prepared for another leg down?

In this session, you will learn skills to protect your business and bolster client relationships during the next market crisis. Whether it occurs next month or next year, you can be prepared.

Fred Luskin, Ph. D., Rick Aberman, Ph.D., and Art DeLorenzo, CFP, founders of MYT Group LLC, will help you create a plan for retaining clients through turbulent times. Experts in applying Emotional Intelligence techniques in a business setting, the trio will provide you with unique ideas for managing client relationships.

Drawing on Luskin, Aberman, and DeLorenzo's collective experiences in communications, relationship management, psychotherapy, and stress management, NY-based MYT (Maximize Your Talent) helps advisors implement personal growth opportunities. Their work has been featured in The Wall Street Journal, The New York Times, Los Angeles Times, and Chicago Tribune, as well as TV and radio programs.

 

This webinar is approved for IMCA CE credit.


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