Jun 2, 2020

Financial Advisor Crisis Communication Webinar

On-Demand Webinar: The essentials of marketing and client outreach during COVID-19

In this special webinar, we’ll share real emails, graphs, and videos we sent our clients and which tactics worked better than others. We’ll also tell you which individual communication got the best overall response from clients (it surprised us).

Plus, when you sign up you’ll get access to all of the materials we created over the last 8 weeks for clients.

Communication During Crisis was created to provide advisors and firm principals with tangible guidance for client communications, including:

  • Frequency of communication and preferred channels
  • Relieving financial fear and anxiety
  • Helping clients avoid emotional mistakes
  • Messaging guidance for turbulent economies
  • Tools you can use right now to make a lasting impression
  • The importance of simple, direct communication

Your Presenters:

  • Scott Hanson, Co-Founder & Senior Partner, Allworth Financial
  • Pat McClain, Co-Founder & Senior Partner, Allworth Financial
  • Brad Boekestein, Head of Marketing, Allworth Financial

Fill out the form below to view the webinar and gain access to our resources.

Crisis Communication Download Form

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