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Date: Tuesday, March 31, 2020 Time: 2 pm ET | 11 am PT Cost: Complimentary Sponsored by: Practifi As the recent market downturn and ongoing uncertainty about the global economy shows, straying off the prudent investing path can be dangerous. Many investors are getting caught up in recency bias and taking unnecessary risks. Advisors need to have the right technology platforms in place to help efficiently and calmly guide clients’ investing decisions to safe harbors. Join this complimentary webcast to learn more about how you can provide detailed and easily understandable investment plan data for your clients. The event will also explore:
Speaker: Robert DeFrancis | Head of RIA Sales | Practifi |
