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Put Planning First: Tips to Kickstart Your Planning Efforts During Volatile Times

Now Available On Demand

In today’s tumultuous, uncertain environment, financial planning can be a stronghold for investors struggling to stay the course as the market tumbles and spikes. Planning often reminds them to play the long game and focus on their goals, not short-term panic. However, if you’re not currently offering financial planning, there can be a steep learning curve, depending on your technology. And in times like these, speed to market is critical.

In this webcast, we’ll explore the effects of COVID-19 on investors and advisors. Highlight the benefits of financial planning in both volatile and typical markets. And offer guidance, strategies, and actionable recommendations for implementing a financial planning service, including:

  • Best practices for starting a financial planning service, including guidance for setting up a process to gather baseline client information
  • The many benefits financial planning offers to your clients, and the value it can bring to your firm
  • Actionable insights and strategies for capitalizing on the opportunities financial planning presents 

Compliance code  1448*-OAS-6/1/2020

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Jake Leise
Sr. Product Marketing Manager, Financial Planning
Orion Advisor Tech


David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement


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