CONNECT WITH YOUR CLIENTS
Access our online library of goals-based educational materials for more productive client conversations.
Client experience for the modern financial professional
Practice management expert Lindsay Troxell provides actionable steps to help financial professionals take charge of their client experience, or CX.
Turning Client Trust into Action in a Down Market: A Six-Step Conversation
Register today to hear AllianceBernstein Advisor Institute's (ABAI's) Ken Haman discuss key insights about human decision-making and research in behavioral finance to look at the practical challenges of managing client trust during uncertain times. Specifically, Ken will drill into: 1) How to move a client past a negative market experience to make an investment decision now, 2) Why clients can be triggered by negative information and avoid these discussions despite the need to take action to improve future outcomes, 3) A six-step conversation model that FAs can use to motivate clients to take action
Market Volatility and Recessions 101
While you can't control market volatility, there are actions you can take to potentially minimize its impact on your retirement savings. Having a plan in place for a recession or market downturn may help give you confidence to weather the storm and keep working toward your long-term retirement goals.