Which Advisors Had A Smoother Ride During COVID
Advisors should treat the pandemic as a turning point, making strategic changes to add the most value for what clients need today and do more with less. Partnering with asset managers and model providers to leverage their investment management expertise can support this.
BlackRock asked more than 400 financial advisors how recent volatility impacted their practices.
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
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