Are your clients losing sleep over market volatility while you struggle to communicate your true value as an advisor?
Join industry expert Tim Healy, Senior Account Executive at Nitrogen, and XYPN member and Nitrogen user, Thomas J Duffy, CFP®, MBA, CRPC®, CDFA®, for an exclusive, complimentary virtual session designed to transform how you manage client relationships in today's uncertain market.
In this eye-opening presentation, you'll discover proven strategies to convert anxious investors into confident, loyal clients through sophisticated risk alignment techniques and portfolio guidance that resonates in 2025's complex financial landscape.
What You'll Learn:
- Master the Psychology of Risk - Why clients fear volatility and how to reframe it
- Technology That Builds Trust – How Nitrogen’s Risk Number and stress testing keep clients confident through turbulence
- Leverage Cutting-Edge Technology - Discover how today's innovative platforms can visually demonstrate your value proposition and deepen client understanding
- Attract High-Value Prospects - Implement strategic approaches that position you as the go-to expert in risk-aligned portfolio management
- Build Multi-Generational Relationships - Create sustainable client connections that withstand market cycles and lead to valuable referrals
Don't miss this opportunity to elevate your practice while your competitors struggle with client retention. Secure your spot today for this high-impact virtual event that delivers immediate, actionable insights you can implement the very next day.
