A complimentary consulting session for financial advisors looking for guidance through this crisis.
A Crisis requires a plan
1. Client Triage
Quick Client Segmentation (Workbook Provided)
Clear 'talking points'
Reassessing Client Risk Profiles
defining the rules for investing in these markets
2. developing an Email & Digital Communication Plan
3. prospecting: The Stress Test offer
we are offering complimentary consulting sessions to help you craft your crisis management plan
what is the catch? is this just a sales pitch?
NO! We have helped financial advisors through the 2000 internet bubble and the 2008 financial crisis. in these times, you don't need a sales pitch.
schedule your complimentary consulting session & start your crisis management program