Prosper Through Market Volatility

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 to do next. How can you educate and motivate them without applying too much pressure?

Watch this webinar to hear three of Carson’s superheros – Director of Retirement Research Jamie Hopkins; Vice President of Coaching and Consulting Sarah Cain; and Executive Business Coach Greg Opitz – share insights on how to approach a five-point plan for advisors that can help turn volatility into opportunity.

You’ll learn:

  • 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
  • And more!
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