Leading advisors report that one of the best opportunities for organic growth comes during market downturns and economic recessions. While this may sound counterintuitive, it makes sense if you think about it from the perspective of demand for professional advice and guidance. Opportunities in market downturns include those who are no longer comfortable managing their investments on their own, and clients who are dissatisfied with their current financial advisor.
Download this whitepaper now to learn how to exceed client expectations during market uncertainty, how to drive growth and new revenue, and how to capitalize on “money in motion” freed up during this unprecedented time.
2192-OPS-08/24/2020
