How to Reassure Client-Facing Teams in Turbulent Times
The webinar featuring financial experts Joseph D. Kringdon and Mark Magnacca offers strategies for supporting client-facing teams amid COVID-19-induced market volatility by using clear communication, video collaboration, mobile technology, and best practice sharing to maintain confidence, ensure consistent messaging, and improve advisor-client interactions.
Supply chain disruptions, market volatility, and industry threats due to COVID-19 have created an environment of uncertainty and anxiety. In such times, client-facing teams require clear communication and guidance to maintain momentum and confidence.
This on-demand webinar features insights from two experienced financial services veterans—Joseph D. Kringdon (former Managing Director, Columbia Threadneedle and President, Pioneer Investments) and Mark Magnacca (President and Co-Founder, Allego). They discuss strategies for supporting client-facing teams during turbulent times and achieving lasting results.
Key topics covered include:
- Sharing advice, market perspectives, product information, and recommendations easily with client-facing teams
- Using video-based collaboration to reach distributed teams and ensure consistent messaging
- Leveraging mobile technology to help both new and seasoned advisors have better conversations
- Tools for product managers and advisors to share best practices and handle objections in a volatile market
During uncertain times, information becomes a powerful ally. The webinar explores how to increase relevance, reassure client-facing teams, and overcome resistance in real time.