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NAIFA Town Hall

May 28, 2020 @ 12:00 pm - 2:00 pm

Coming Together as NAIFA Nation

May 2020

NAIFA put together a series of Town Halls that are open to all financial services professionals as a way to give back to the industry during COVID-19. Each session runs 30-45 minutes and features a thought leader that will inspire you to elevate the profession during this challenging time.
Each session begins at 12 pm eastern and is available on-demand following the live broadcast in the archives.
Brian Dunham

 

Guiding Clients Through Market Fluctuations

May 28, 2020 @ 12 PM Eastern

Guest Speaker: Bryan Dunham, Capital Group

During periods of volatility in the market, your clients are looking to you to provide needed perspective and guidance. Join us in exploring key insights and methods on how to guide your clients through these crucial conversations and get them focused on their goals.

Bryan Dunham is a regional wholesaler senior manager at Capital Group, home of American Funds. He has 20 years of investment industry experience and has been with Capital Group for 18 years. Earlier in his career at Capital, he was a senior sales coach manager, responsible for managing the regional wholesalers and sales coach teams, and before that, a wholesaler covering central and southern Illinois.

Please feel free to download these resources to accompany the webinar.

ICA Guide

Crucial client conversations

Guide to Market Fluctuations

 

Details

Venue

  • ZOOM

Organizer