IMPACT®2020―The countdown is on
Gain inspiration from Condoleezza Rice and other prominent thought leaders in two days of live streaming, and two weeks of content on demand. Sharpen your skills, pick up practical insights, and earn CE credits. Early bird rate ends 10/2.
Help clients find financial calm amid uncertainty
Emotion seldom points to wise investing decisions, but you can help. Show clients empathy, flag their biases, prepare yourself for tough questions, and customize your communication style. Here's how.
Why 2020 is a good year for clients to give
Don't wait until the holidays to have charitable planning conversations with your clients. Guide them with tax-smart giving strategies to maximize their generosity while there is extraordinary need.