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Coaching Your Clients in Today’s Market

Watch on July 26, 2018 | 4:15pm ET / 1:15pm PT





PRESENTER
Matt Oeschsli
Advisor / Coach
The Oechsli Institute


PRESENTER
Michael Trudel
CFA, Global Strategist,
Global Allocation
BlackRock

PRESENTER
Phil Melville
VP, Chief Market
Strategist
Brighthouse Financial

MODERATOR
Charlie Landrigan
VP, Divisional Sales
Manager
Brighthouse Financial

Brighthouse Financial brings together a roundtable of industry experts to discuss today’s market environment and the challenges advisors like you face in helping clients make sound financial decisions. This session will benefit you and your practice as you help clients navigate market-related retirement and portfolio decisions.

     • Discover new ways to approach client conversations about retirement and income strategies
     • Learn key consideration points for those clients planning for -- or entering -- retirement
     • Gain valuable take-aways for better understanding client concerns with market volatility

This webinar is free to attend and you will receive a code redeemable for one Continuing Education course worth up to 15 credit hours of CE.


Not able to attend? Register anyway! Archived versions of WealthManagement.com webinars are available to watch ON DEMAND shortly after broadcast. You will receive an email with login instructions as soon as the replay is available.

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TAGS: Resources