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Career Development: Advising During a Bear Market (Zoom)
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7/8/2020
When: July 8
12:00 - 1:00 PM
Where: Zoom
United States
Contact: FPA DFW


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Join us July 8th for a Career Development Lunch & Learn

 


Advising During a Bear Market

 

Date: July 8

 

Time: 12:00 - 1:00 PM CST

 

CE: 1.0 CFP, CPA 

 

Speaker: Patrick Dougherty, CFP®, Dougherty Wealth Management, FPA DFW Career Development Director

 

Fears of the coronavirus have created a challenging time.  The markets are reacting to constantly changing information with greater volatility.  Clients are reacting with fear.  In this seminar we will discuss how to rely on the relationships you’ve developed with your clients as you’ve followed the 7-step planning process. Avoid reacting to your clients’ fears with technical “jargon.”  Address their fears by being their trusted advisor. 

 

 

 

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