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Title

Professional Development Webinar:  Communicating During a Crisis

Event Description

Tuesday, May 12
12:00 PM - 1:00 PM

Effective communication is critical in uncertain times.  This presentation will provide guidance on the FACE method: Facts, an Action plan, Confidence and Empathy.  Our presenter will show you how to communicate with clients in a challenging environment. Tips include how to share information so clients will remember it, how to stay in consistent contact, and why to avoid two of the three types of empathy right now.

Our presenter is Ryan Sullivan of Hartford Funds.  Ryan is Managing Director of Applied Insights for the firm. He travels extensively and is responsible  for engaging and educating financial advisors and their clients about current and emerging opportunities in the financial services marketplace. These range from areas such as retirement-income planning, investment planning, and charitable giving, to anticipating and preparing for long-term demographic and lifestyle changes.

Ryan joined Hartford Funds in 1996.  Prior to Hartford Funds, he was vice president and head of investor education for PIEtechSM, the creator of MoneyGuidePro®, a leading financial-planning software program for financial advisors. Ryan attended Bucknell University where he received a bachelor's degree in business administration.

The research behind this presentation comes from Hartford Fund's partnership with MIT's AgeLab. For more than a decade, Hartford Funds has partnered with the MIT AgeLab to uncover what investors are thinking about lifestyle trends, who they trust, and the future of retirement-all of which influence their decision-making process.
   
Click here to view the resources of the MIT AgeLab.
 
Registration for the webinar is free of charge.
 
Click here to register.  You will be sent an access link the day before the webinar. 


Speaker

 

Event Type

Society; Featured

Education Topic

 

Start Time

5/12/2020 12:00 PM

End Time

5/12/2020 1:00 PM

Event City

N/A

Event State/Province

 

Location Info

 

CE Credits

N/A

Member Price

N/A

Non-Member Price

N/A

Candidate Price

N/A

Registration

Registration for the webinar is free of charge.
 
Click here to register.  You will be sent an access link the day before the webinar. 


All Day Event

 

Recurrence

 

Person or Group

 

Event Link

Professional Development Webinar: Communicating During a Crisis

Event Link Leads To New Tab

Yes

Event Short Info

Effective communication is critical in uncertain times.  This presentation will provide guidance on the FACE method: Facts, an Action plan, Confidence and Empathy.  Our presenter will show you how to communicate with clients in a challenging environment.

Attachments

Content Type: MyCFA Calendar
Created at 4/27/2020 5:14 PM by lkong@cfaphil.org
Last modified at 4/30/2020 12:28 PM by lkong@cfaphil.org