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Webinar: Speaking of Markets
Thursday, April 18, 2019, 1:00 PM - 2:00 PM EDT
Category: Webinars

 

April 18, 2019 

1:00 p.m. - 2:00 p.m. EST. 

"Speaking of Markets"

John Wallick, Vice President, Regional Investment Consultant, will speak on how client satisfaction is an essential input to building client loyalty and trust. In order to meet your clients' expectations, it is pivotal to fully understand their current market concerns.  This presentation discusses market conditions and underlines the importance of maintaining a balanced and focused portfolio, regardless of the current environment, in order to meet long-term goals.

 

 John Wallick, Vice President, Regional Investment Consultant, T. Rowe Price


To read John Wallicks biography click here

The webinar has 1 CFP Continuing Education credit pending.  The webinar is open to all advisors and financial services professionals. CFP CE credits are limited to AAAA members only.  If you are not an AAAA member we encourage you to join by going to www.aaafainc.com.

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