Don’t Just Ride It Out – DO SOMETHING!

In volatile markets, clients want more than reassurance—they want action. This session equips financial advisors with tactical planning strategies that can turn market downturns into opportunities to add real value. From tax-loss harvesting to strategic Roth conversions and rebalancing, we’ll cover how to use volatility to reinforce client trust and deepen relationships. Advisors will walk away with practical, client-ready ideas to implement immediately.

Learning Objectives:

1. Identify proactive tax and investment strategies to implement during market downturns to enhance long-term client outcomes.
2. Strengthen client relationships by reframing volatility as an opportunity and reinforcing long-term goals.
3. Develop a client communication framework that combines empathy with clear, actionable planning steps.