If it feels like there’s been a lot more action in the stock market this year compared to 2017, you’re right. Even small movements in the market can trigger fight or flight instincts in investors—sometimes to the detriment of their longer-term financial goals. As an advisor, you are in the unique position to keep them on track and help them invest, without looking back.
Join us to learn proven techniques to build financial confidence in your clients.
Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.
Stephen is responsible for helping National Brokerage firms and banks build a well thought-out retirement distribution strategy for clients. With over thirty years’ experience in personal finance, Stephen has been educating financial professionals and their clients about ways to build a solid retirement and overcome the challenges associated with transitioning from “saver” to “spender.” Prior to joining New York Life, Stephen was with Fidelity Investments, where he was responsible for sales in their national retail distribution system, and he also worked with their institutional sales group, FIIS.
|Title: Help Good Clients Avoid Bad Habits|
|Date: Tuesday, August 21, 2018|
|Time: 1:00 PM Eastern Daylight Time|
|Duration: 1 hour|
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