Engaging and Enhancing Client Relationships During Crisis and Market Distress | Tuesday, June 30, 2020 | 12:00 pm ET / 9:00 pm PT
The FCS will present a new online panel discussion focused on crisis communications, featuring a nationally ranked financial advisor and three comms pros. The all women panel will talk about how communication is key to building stronger client bonds. Learn more.
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Guest Speaker: Meghan McCartan Executive Director, Marketing / OCMO HighTower |
| Guest Speaker: Angie Newman Financial Advisor UBS Wealth Management |
| Guest Speaker: Jean Lavin Communication Coach and Founder JL Insight Communications |
| Moderator: Maria Rosati CEO Eminence Communications |
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| During any crisis, effective communication is key to retaining and strengthening relationships with core audiences. Covid-19 put that theory to the test. While some advisors refrained from engaging as volatile markets rattled clients, successful advisors ramped up their marketing and communication efforts. With in-person meetings a distant memory, marketers and advisors got creative.
This webinar will explore what worked: from content to channels to unconventional approaches – what engaged clients and enhanced relationships. The panel will examine what types of content, messages and delivery methods resonated most with clients, the time-sensitive nature of engaging clients and what the panel anticipates will become part of their long-term communication framework.
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