Planning Better Together: The Power of Collaborative Financial Planning
In our ongoing mission to enhance the advisor-client dynamic, our previous Evolution of Advice research laid the groundwork for understanding… Read More
Webinar Replay: Guiding Clients Through Market Volatility by Leveraging eMoney and Riskalyze
• eMoney Communications Team • April 27, 2020
Updated on: February 9, 2021
Market volatility feels less alarming for clients when they’re prepared to face it. Advisors aiming to alleviate client anxieties must demonstrate the benefits of long-term investment performance versus short-term risk. Advisors need to communicate the importance of sticking to financial plans through market ups and downs.
Watch the webinar below to hear from Connor Sung, CFP®, Manager of Financial Planning Practice Management at eMoney, and Matt Fritsch, Director of Channel Marketing at Riskalyze, as they discuss strategies for showing clients the value of staying invested in their financial plans.
In this session, you’ll also hear from René Nourse, CFP®, Founder and Managing Director of Urban Wealth Management, to learn how she uses integrated tools like eMoney and Riskalyze to put financial plans in perspective and help clients visualize the risk and potential volatility in their portfolio.
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eBook: Candid Conversations - Suddenly Single
Download our latest eBook for thoughtful guidance on how to serve clients who have recently lost a spouse or divorced.
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