The FCS is proud to partner with The Balance and Investopedia in bringing you a free virtual event on "Staying the Course: Client Behavior Amid Ongoing Volatility." The event will be presented live at 2:30pm ET on Wednesday, May 13. A recording will be made available by May 18.
Our host will be Caleb Silver, Editor in Chief, Investopedia. (Caleb moderated a fireside forum panel discussion at this past January's FCS Race for Kids Marketing Summit.)
Caleb's special guest will be Adam Grealish, Director of Investing, Betterment.
Volatility related to the COVID-19 pandemic has led to increased investor anxiety over the past few months. But many investors are continuing to stay the course. In this online event, we’ll highlight key findings about investor anxiety in the current climate and offer insights into how this will shape investor behavior now and in the future.
Caleb and Adam will discuss:
- Behavioral trends associated with current market conditions
- Key insights into how to communicate with clients during this time
- Best practices for alleviating client anxiety and strengthening relationships
- Platform changes or enhancements to keep clients from straying
