Practice Management | On-Demand Webcasts
COVID-19's Impact on Crisis Communications
During a time of national crisis, clients have many questions. It’s not enough to know the answer. Financial professionals also need to know how to communicate it. During a once-in-a-century pandemic, The American College of Financial Services hosted Deirdre Van Nest, a prominent communications expert, and Christine Benz, director of personal finance at Morningstar, to discuss client behavior and emotion, as well as how financial professionals can communicate clearly and effectively to put proper planning in a realistic framework that strikes a balance of poise and urgency.
May 01, 2020
May 01, 2020
From The President | Insights
Leading Change: Understanding Urgency as an Invaluable Skill
March 25, 2020
Wealth Management | Insights
Integrating Market Risk and Return into Portfolio Management
March 17, 2020