WP Proving Your Value as an Advisor - Reverse_Standard - EventDate(1)

 

 

 

 

 

It’s Time to Shine: Proving Your Value as an Advisor

May 13, 2020 | 11:00am EST


In this wild volatile market ride, everyone is looking for an edge; a strategy that can help them emerge from the COVID-19 crisis in decent shape. However, few investment areas are immune from the devastating economic effects of the virus and advisors must develop a long-term portfolio plan that will enable them to weather the storm.

  • Strategies to support calm and constant communication with clients
  • Managing client fears during a market crash
  • Educating clients on market volatility, long-term strategies and the danger of making emotionally driven investment decisions

 

FEATURED SPEAKERS

WP3 - Matt Andrews

Matt Andrews
Senior Managing Director,
Advisory Services
Manulife Securities

WP3 - keith leech

Keith Leech
Advisor and Consultant


WP3 - Christine LaLiberti

Christine LaLiberte
Senior Investment Advisor
Insightful Wealth Group
Manulife Securities

WP3 - julie little child

Julie Littlechild
Founder & CEO
Absolute Engagement

PARTNER

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The independence and flexibility of Manulife Securities

We’re a network of more than 1,200 independent advisors across Canada—both IIROC and MFDA, who enjoy the independence and flexibility to provide impartial advice to their clients through a full-service, open architecture platform. Backed by the global strength and security of Manulife, you benefit from comprehensive wealth and asset management resources and our solutions and programs—to help you make the best investment choices for your clients.

You’re in control of your business

At Manulife Securities, we have a lot to offer established, planning-oriented advisors, like you.

As the partner of choice for independent advisors, we enable you to own your book of business and offer the freedom to make objective choices—with access to a complete array of investment, insurance and service offerings.

 

#KeepInvestmentGoing

 

REGISTER FOR FREE


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