Episode 23: What's Next In The Markets?

As an advisor, you know how important it is to have a solid financial plan, and that clients spend time and energy working with you on crafting a plan that will help them achieve results – but when the storms come, the focus shifts like lightning to those investment strategies and their subsequent results, and suddenly clients are super interested in their portfolios.

Be prepared for those often complex and difficult questions from clients, by tuning in to this hyper-focused half hour program. Pinnacle has a whole department full of highly skilled, certified analysts, researchers and traders whose job it is to dig deep into the markets and help you navigate a way through this crisis.

Now, on this program we’ll pull back the curtain on what we’re thinking, how we got here, and what’s ahead for equities and fixed income investments, and how do you explain it all to clients interested in preserving what they’ve saved? Join Founding partner and CIO Ken Solow as he offers insights into the workings of the modern markets and how these changes will affect your client’s financial future.

This is a rare opportunity to hear from the experts who are also standing in your shoes with regard to informing and handling clients. Pinnacle has been through this level of volatility before, and have answers you may not have considered.