From Panic to Poise – Mastering Client Conversations in Downturns
Автор: Income Lab
Загружено: 2025-06-04
Просмотров: 245
Описание:
Market fluctuations aren’t just obstacles - they’re opportunities for advisors to show clients how they can lead through it and the true value of planning with purpose. By helping clients stay grounded, adjust with intention, and move forward with clarity, advisors turn uncertainty into opportunity and confidence.
This webinar, featuring Jeff Bauer, Vice President of Sales at Income Lab, addresses how top advisors are using Income Lab’s powerful retirement income planning software to lead with confidence no matter the market.
In this session, you’ll learn how to:
• Reframe market volatility into moments that deepen client trust
• Use dynamic income guardrails to keep plans on track
• Stress test retirement plans to ease client market worries and gain confidence in their plan
• Implement tax-smart withdrawal and Roth conversion strategies
• Use interactive mind-mapping tools and visuals to simplify complexity and create clarity for clients
Stand out from the competition by guiding clients with confidence and clarity—even in uncertain times.
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