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Webinar: Advice in Adversity 


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Scott Smith
Director, Advice Relationships

We’ve been here before. Remember 2008? The recession held many powerful lessons for wealth management firms, restoring investor confidence and, perhaps most critical—retaining client assets. Join Cerulli’s Scott Smith to uncover best practices born of the 2008 recession and gain actionable strategies to quell investor fear and uphold your value proposition today.

This presentation addresses:

  • Define the key elements investors are seeking in their wealth management relationships
  • Identify the best practices advisors used to help navigate similar challenges in the Great Recession of 2008
  • Provide guidance on how firms can best equip their advisors to connect with their clients and offer strategies to restore confidence in their progress toward their long-term financial goals

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03

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RIA Trends & Distribution Opportunities

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Explore key RIA channel trends and interpret how these changing dynamics impact asset management firms.

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