The October 2026 Financial Counseling call with AFCPE and FPA will be held on Thursday, October 15th at 12 pm ET.
Guest speakers Tiffany Silverberg and Amanda Rodhe will be presenting, "Beyond the Market: Aligning Urgent Client Communications with Your Firm’s Mission and Values."
When an external crisis hits, whether it is market volatility, a natural disaster, or geopolitical events, financial professionals face the delicate task of guiding anxious clients. Knowing what to say, when to pause, and how to deliver timely, accurate, and reassuring communication can feel overwhelming.
This webinar provides financial counselors, financial advisors, and other client-serving professionals with a thoughtful approach to communicating during times of uncertainty. Learn practical strategies for responding with confidence, empathy, and clarity while maintaining trust and strengthening client relationships, no matter what else is happening around them.
Attendees will learn how to:
-Assess the crisis situation and identify the appropriate channels for communication, which may vary by client or type of message.
-Communicate the evaluations and analyses happening behind the scenes in a clear and consistent manner, while also acknowledging the human element in any external crisis.
-Evaluate any potential messaging against a checklist that helps them create a message that is accurate, timely, and defensible in the face of potential scrutiny.