In a time of volatility in the market, it can be difficult to see where opportunity lies. Many of our clients are looking for direction on where to go or what do do next. How can you educate and motivate them without applying too much pressure?
Join Carson’s Director of Retirement Research Jamie Hopkins, VP Coaching & Consulting Sarah Cain, and Executive Business Coach Greg Opitz as they share insights on how to approach a five-point plan for advisors that can help turn volatility into opportunity.
How to conduct a proactive outreach
What planning pieces can add the most value for your clients
Tips on how to take care of your team