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Client Communication Through Periods of Crisis

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COVID-19 has transformed the way we communicate; video chatting has ultimately become the acceptable and possibly preferred method of interacting. Scott Hanson, co-founder of Allworth Financial, will explain the best way to approach client contact through crisis and market volatility. Hanson will discuss Allworth’s digital response as well as developing a revised client outreach plan, transitioning to digital advising, expanding services, shifting marketing messaging, and the vision for the future of a digital client experience.

  • Recall methodologies for communicating effectively with clients during periods of crisis as well as post-crisis
  • Differentiate and demonstrate appropriate tactics to enhance the digital client experience
  • Describe ways to identify additional opportunities to expand services offerings to meet the needs of prospects during a crisis

Scott Hanson, CFP®, CFS®, ChFC®

Co-CEO & Co-Founder

Allworth Finacial

Scott Hanson is Co-Founder and Co-CEO at Allworth Financial. A nationally recognized financial expert, he’s been named to Barron’s list of the Top 100 Independent Wealth Advisors six times and has been listed as one of the 25 most influential people in the financial services industry nationwide.

Key:

Complete
Failed
Available
Locked
Client Communication Through Periods of Crisis
Open to view video.
Open to view video.
Exam
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available