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