BARRON'S FORMER #1 ADVISOR ON CRISIS MANAGEMENT & MITIGATION DURING COVID-19

Date: April 2, 2020
Time: 2:00pm PST

Steve Lockshin

Founder of AdvicePeriod

Steve Lockshin is a Founder and Principal of AdvicePeriod, where the firm’s mission is to reinvent wealth management. Steve helped pioneer the independent advisory industry, building one of the largest independent RIAs in the nation. Steve is widely known for his technological approach to wealth advisory as well as his planning knowledge, and he is a frequent speaker on both topics. He memorialized his concerns about conflicts of interest within the industry in his guidebook for consumers, Get Wise to Your Advisor.

Steve Lockshin is a Founder and Principal of AdvicePeriod, where the firm’s mission is to reinvent wealth management. Steve helped pioneer the independent advisory industry, building one of the largest independent RIAs in the nation. Steve is widely known for his technological approach to wealth advisory as well as his planning knowledge, and he is a frequent speaker on both topics. He memorialized his concerns about conflicts of interest within the industry in his guidebook for consumers, Get Wise to Your Advisor.

WHAT YOU'LL LEARN

Steve Lockshin, former Barron’s #1 independent advisor in the country, will share how he and his firm, AdvicePeriod, are managing the COVID-19 crisis and ensuing market volatility. Steve will speak directly on what he’s telling his clients, how his firm is leveraging technology to help his employees and clients, and what short and long-term impacts he expects this crisis to have on the independent advisory industry.

Also on the agenda is why Steve does not expect AdvicePeriod’s revenue to fall as a result of this crisis—and what other advisors can do to help ensure the same for their respective firms.

WEBINAR DETAILS

DATE: April 2, 2020
TIME: 2:00pm PST

Disclosures

April 2, 2020 at 2:00pm pst

Webinar Outline

What is former Barron's #1 advisor Steve Lockshin doing for his clients and his business during the COVID-19 crisis?

The following questions will be covered:

  1. How are you approaching COVID-19 and the market volatility with your clients?
    1. What questions are clients asking and what are you telling them?
    2. How, and how often, are you communicating with your clients?

  2. What approach are you taking to ensure the safety of your team?
    1. How is technology driving your work from home experience?
    2. What role does culture play as AdvicePeriod works from home?

  3. What are you hearing from other advisors and other companies during this crisis?
    1. What financial impact is the crisis and market drop having on AdvicePeriod and other firms?
    2. How are advisors managing the increased workload?

  4. How will this crisis impact the evolution of the independent advisor industry?

REGISTER NOW!

Be sure to sign-up quickly. The first 100 sign-ups will have the opportunity to ask Steve questions during the webinar.

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