This new podcast episode is derived from the “Breaking News” BISA webinar conducted last week in response to current market conditions.

Join John Olerio, BISA President and Head of Wealth Management at Lighthouse CU, Kevin McCarthy, SVP at Synovus Securities, and Anthony Saglimbene, Chief Market Strategist at Ameriprise for a timely 30-minute discussion on how you should be working with your clients during extreme market volatility.

Topics include:

• Coaching advisors to handle client anxiety as well as their own anxiety.
• Managing proactive communication.
• Building trust
• Helping clients stay the course.
• The importance of financial planning
• Leveraging the learning moment for advisors who don’t do enough financial planning.