Revisit the discussion with Dr. Lamar Pierce, Chief Behavioral Strategist of Atlas Point, on applying behavioral finance to your client conversations during a volatile market along with exclusive new market insights.
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In today’s evolving financial landscape, one constant remains: your clients and their unique financial journeys. Understanding the intricacies of your clients’ minds during economic uncertainty is more crucial than ever.
Lamar Pierce, PhD, will discuss the interconnected nature of factors influencing our global economy. Liz Strait, PhD, will highlight the behaviors likely to occur and will explain how to help your clients stay disciplined through market uncertainty.
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Revisit the discussion with Carrie Nelson, CEO and Founder of Atlas Point, on how to differentiate your value proposition by understanding what is going on INSIDE your clients. Leave this discussion with a plan you can implement easily and immediately –accelerating relationships with your prospects and clients.
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