With the Fed raising rates for the first time since 2018 and slowing economic expansion in the aftermath of the pandemic, many customers are finding it difficult to adhere to the “stay calm” mantra. This time of uncertainty is a great opportunity for financial advisors to strengthen existing relationships and win new clients. But how do you edge out prospects, keep clients invested and manage risk without limiting upside potential?
Magnify by Tiffin is excited to be joined by Swan Global Investments and the Advisor Resource Council for a virtual panel presented by Financial Advisors Magazine. Join our upcoming webinar to discuss:
- Risk drivers and opportunities in the current market environment
- Impact on Fed Policy and Balanced Portfolios
- Embracing the Role of Risk Manager as a Competitive Advantage
- How AI-powered technology is transforming investing
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE credits have been approved.
Matt Barley, RCP®
Consultant Director of Sales
TIFIN. by Magnify
Marc Odo, CFA®, FRM®, CAIA®, CIPM®, FDP®, CFP®
client portfolio manager
Swan Global Investments
Jean Paul Lagarde
chief investment officer
Advisory Resource Council (ARC)
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