Advisors are fielding more client questions about interest rates and their impact on portfolios.
Gary Zimmerman, Founder & CEO and Michael Halloran, Head of Partnerships & Business Development recently joined Wealthbox to explore how to turn these conversations into opportunities for deeper engagement and AUM growth. Learn timely strategies for communicating with clients and positioning your firm for success in today’s changing rate environment.
Key Takeaways for Advisors:
- What advisors need to know about interest changes and how they affect their clients.
- How to speak confidently with clients about interest rates.
- Best practices for turning market uncertainty into trust and retention.
- Ways Wealthbox and Max help advisors grow AUM through better client conversations.
Speakers:
- Andrew Ladwig, Wealthbox Director of Business Development
- Gary Zimmerman, Max CEO & Founder
- Michael Halloran, Max Head of Partnerships & Business Development