Volatile markets present a unique opportunity for advisors to prove their value to clients. According to a report from Cerulli, retail investors of all types tend to seek out more advice during times of adversity. To meet these needs, advisors need relationships that balance effective interpersonal communication and implementation of scalable technology tools that support those relationships, especially in times of macroeconomic turmoil. Adopting proactive communication strategies, including in-person meetings and personal calls, results in gaining substantially more clients and losing substantially fewer.
Join us for a moderated discussion with Paul Brandus, Dow Jones/MarketWatch columnist, White House-based reporter, investor/entrepreneur, historian and 5x author. Paul has spent over 30 years working with political and business leaders and writing about presidential politics and economic matters, often through the lens of history.
During this session you will learn about:
How Great Leaders Communicate Effectively
Effective communication is critical to any organization’s success. What lessons has history taught us about how great leaders communicate?
Key Strategies for Communicating During Crisis
When the going gets tough, the tough get going. What strategies can financial professionals adopt to quell investor fears during times of volatility, uncertainty and crisis.
The Effects of Future Deregulation
There is a movement in Washington to reverse many of the regulations put into place over the past decades to address the underlying causes of market crises and protect consumers. How will this impact investors and our industry moving forward?
Featured Speaker: Paul Brandus
A speaker at seven presidential libraries, Paul has been a member of the White House press corps and White House Correspondents Association since 2008. He is a columnist for Dow Jones/MarketWatch, and Washington bureau chief for Evergreen Podcasts. He is the author of Countdown to Dallas, Jackie: From First Lady to Jackie O, and Under This Roof: A History of the White House and Presidency. He has also author of This Day in the Presidency and This Day in the U.S. Military, which detail significant events occurring on each day of the year.
His podcasts include his ongoing series “Disinformation” and “Jackie: From First Lady to Jackie O,” a look at the often overlooked period between Jacqueline Kennedy Onassis’s two marriages. He has appeared on NBC’s Today Show, CNN, PBS, CSPAN, the British Broadcasting Corp., Canadian Broadcasting Corp. and others, hosted a Voice of America global affairs program for three years and is a weekly contributor to Washington’s all-news WTOP Radio.
Previously, Brandus spent five years based in Moscow, including working as a U.S. Embassy staffer and then foreign correspondent, primarily for NBC Radio and the award-winning public radio business/finance program “MarketPlace.” In addition to criss-crossing Russia for many years, he has reported from China, Iraq, Guantanamo Bay, Cuba and other locales. He has served on the Board of Governors of the Overseas Press Club of America, lectured at a variety of schools, including the Columbia University Graduate School of Journalism, and served as Executive-in-Residence at Washington & Lee University. He is also an early stage venture capital investor and as an entrepreneur once purchased the Russian rights to the Super Bowl from the National Football League – becoming the first person to show the game in Russia.