Recession Readiness : Managing Relationships and Finding Opportunities

August 11, 2022 | 02:00 PM EDT

Whether a recession is on the top of your mind or not, it is likely on the mind of your clients. In this webinar we will discuss how to optimize client engagement in the face of a potential economic downturn, and you might be surprised to hear what opportunities it presents to grow your book of business. Get expert advice on how to manage and even surpass your clients’ expectations in turbulent markets.

What you’ll learn in this webinar:

  • How advisors can prepare for a potential recession
  • How to navigate difficult conversations with clients
  • How to grow client trust that will benefit your relationship now and in the future
  • How to see the recession as an opportunity as people look to professionals for insurance and financial services during the downturn


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Introducing Our Speakers

  • Dan Labert

    Dan LaBert

    Chief Executive Office - NAILBA

  • Brianhaney

    Brian Haney

    Top 40 Under 40 Financial Advisor

  • Graceata

    Grace Ata

    SVP Product - Equisoft

Session Partners