Turning Interest Rate Concerns into Advisor Opportunities with Max + Wealthbox (CFP® CE)

Advisors are fielding more client questions about interest rates and their impact on portfolios. Join us to explore how to turn these conversations into opportunities for deeper engagement and AUM growth. Learn timely strategies for communicating with clients and positioning your firm for success in today’s rate environment.
This webinar will cover:

1. What advisors need to know about interest changes and how they affect their clients.
2. How to speak confidently with clients about interest rates
3. Best practices for turning market uncertainty into trust and retention
4. Ways Wealthbox and Max help advisors grow AUM through better client conversations

This webinar is eligible for 1 CFP® CE credit. Attendance at the live event is required for credit.