crisis management

A complimentary consulting session for financial advisors looking for guidance through this crisis.

A Crisis requires a plan
1. Client Triage
  • Quick Client Segmentation (Workbook Provided)
  • Clear 'talking points'
  • Reassessing Client Risk Profiles
  • defining the rules for investing in these markets
2. developing an Email & Digital Communication Plan
3. prospecting: The Stress Test offer
we are offering complimentary consulting sessions to help you craft your crisis management plan
what is the catch? is this just a sales pitch?
NO! We have helped financial advisors through the 2000 internet bubble and the 2008 financial crisis. in these times, you don't need a sales pitch.
 
schedule your complimentary consulting session & start your crisis management program

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