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13
May

Webinar: "Staying the Course: Client Behavior Amid Ongoing Volatility"

Webinar

Summary

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

REGISTER FOR THIS FREE VIRTUAL EVENT

Speakers

Adam GrealishGuest speaker

Director of Investing

Betterment

Adam Grealish is Director of Investing at Betterment. Prior to joining Betterment, Adam was a vice president at Goldman Sachs, where he traded macro credit products. Adam holds an honors degree in economics from University of Chicago.

Caleb SilverHost / interviewer

Editor in Chief

Investopedia

Caleb Silver has been the Editor in Chief of Investopedia since 2016. He is an award-winning media executive with more than 20 years of experience in business news, digital publishing and documentaries. Prior to joining Investopedia, Caleb was the Director of Business News for CNN and worked for the network for ten years in a variety of executive and management roles including the Executive Producer for CNNMoney.com, where he helped launch the CNNMoney Video Network.

Sponsors

  • Exclusive Programming Partner:

    The Balance
  • Exclusive Programming Partner:

    Investopedia

Tickets:

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This is a free online event but registration is required.

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May 13, 02:30PM EDT
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