BACK TO KEEP CALM AND REMAIN DIVERSIFIED

On-Demand, CE-Approved Webinar: Keep Calm and Remain Diversified

Our best-in-class program has been turned into an on-demand, CE-approved webinar. Paul Ledenko, Head of Sales at AMG, leans on his years of experience partnering with financial advisors to identify and address key challenges to help clients keep calm and remain diversified. He frames out effective ways to engage and coach clients through volatility using impactful client-centric visuals. Discover how the Keep Calm and Remain Diversified program was built for Advisors, by Advisors, designed to guide clients through tough times by encouraging long-term thinking.

Aligning on Advisor Challenges:

  • Retaining and growing client relationships; learn tactics to initiate conversations and present clear ideas.
  • Managing client emotions; learn ways to set expectations, especially in down markets.
  • Clients have lost faith in diversification; learn what has driven this behavior and why diversification matters.

 

This on-demand webinar is CE-Approved with CFP and CIMA. In order to receive 1.0 credits from both CFP and CIMA, you must remain on the webinar for the duration of the presentation and then complete the exam below.

Keep Calm & Stay Connected

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