Earn CE Credit | Attract and retain high-value clients using volatility
| | | How to Turn Market Volatility into a Client Acquisition and Retention Advantage |
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| | DATE:
Wednesday
May 7, 2025 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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With uncertainty rattling the markets, advisors have a unique opportunity to not only reassure existing clients but also attract investors who may feel uncertain, misaligned, or in need of clearer financial guidance.
Join us for a dynamic panel discussion where experienced advisors share how they’ve navigated past volatility, reduced inbound panic calls, and proactively grown their business during turbulent times.
In this webinar, you’ll learn:
How volatile is volatile? A look at the latest market trends, client sentiment, and Nitrogen’s research on what investors really want from their advisor right now. Proactive retention strategies—Hear real-world examples from advisors who’ve turned fearful clients into lifelong advocates through better risk alignment and portfolio guidance. Offense wins in uncertain times—Discover how leading advisors are leveraging technology to demonstrate value, attract new clients, and build stronger relationships for the long haul.
Don’t miss this chance to learn from your peers and gain actionable insights to turn today’s uncertainty into your firm’s growth opportunity. |
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| Hope to see you there!! Maggie @ Wealth Management |
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| EARN CE CREDIT | CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour.
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| | | Chris Quandt Success Engagement Manager Nitrogen |
| | | Domenick D'Andrea AIF®, CRC®, CPFA® Co-Founder and Financial Advisor DanDarah Wealth Management |
| | | Bill Simonet, CFP® Principal Advisor Simonet Financial Group |
| | | Shannon Rosic - Moderator Director of WealthStack Content & Solutions Informa Connect |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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