Recessions signal a time for massive change across the financial industry. Financial Advisors who are unprepared are likely to lose clients and revenue. But Advisors who know what's coming (and understand how to navigate it) can survive and even thrive during a recession.
In this live webinar, Robert Sofia will share the marketing approach he used to grow a firm by over $300M in new assets during the Great Recession from 2007-2009.
He will also facilitate a discussion with Sean Brown from YCharts on what advisors can (and should) do today to prepare for 2023 and beyond.