FPA Connect: Beyond the Market: Aligning Urgent Client Communications with Your Firm’s

When an external crisis hits, whether it is market volatility, a natural disaster, or geopolitical events, financial professionals face the delicate task of guiding anxious clients. Knowing what to say, when to pause, and how to deliver timely, accurate, and reassuring communication can feel overwhelming.

This webinar provides financial counselors, financial advisors, and other client-serving professionals with a thoughtful approach to communicating during times of uncertainty. Learn practical strategies for responding with confidence, empathy, and clarity while maintaining trust and strengthening client relationships, no matter what else is happening around them.

Presenters: Tiffany Silverberg and Amanda Rodhe