On the heels of the first Fed rate hike since 2018 and a slowing post-pandemic economic expansion, many clients are finding the mantra "keep calm" hard to follow. These times of uncertainty are a great opportunity for financial advisors to strengthen existing relationships and win new clients. But how do you get prospects off the sidelines, keep clients invested and manage risk without limiting upside potential?
Magnifi by TIFIN is excited to be joined by Swan Global Investments and Advisor Resource Council for a virtual panel presented by Wealthmanagement.com. Join our upcoming webinar for a discussion about:
- Risk drivers and opportunities in the current market environment
- Fed policy and the impact on balanced portfolios
- Embracing the role of risk manager as a competitive advantage
- How AI-powered technology is transforming investing
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.
Sponsored by
Matt Barley, RICP®
Director of Advisor Sales
Magnifi by TIFIN
Marc Odo, CFA®, FRM®, CAIA®, CIPM®, FDP®, CFP®
Client Portfolio Manager
Swan Global Investments
Jean Paul Lagarde
Chief Investment Officer
Advisor Resource Council (ARC)
Advisory services are offered through Magnifi LLC, an SEC Registered Investment Advisor. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State where notice-filed or otherwise legally permitted. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Moreover, this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
