From the Emotional to the Empirical

Actionable insights from advisors on how to retain clients and drive growth in the pandemic market

The 2020 Natixis Global Survey of Financial Professionals found that three-quarters of financial advisors say investors forget the 11-year bull market was unprecedented.1 They continue to have high long-term return expectations, expecting 11.7% above inflation2 – when advisors say 5.3% is more realistic.3 And while investors say they’re comfortable taking risks to get ahead, if forced to choose, 77% say they’d take safety over investment performance.4

How can advisors best manage client relationships in this kind of environment?

In this webinar, Dave Goodsell, Executive Director of the Natixis Center for Investor Insight, offers actionable insights collected from advisors in the midst of the pandemic turmoil. Learn new strategies for getting clients and advisory practices back on track in these challenging times.

Originally webcast on June 30, this webinar includes:

  • Practical tips for navigating a new market reality
  • Strategies for managing client concerns about risk and setting realistic return expectations
  • Simple methods to enhance client communications
  • Ways to grow your business efficiently
1 Natixis Investment Managers, Global Survey of Financial Professionals conducted by CoreData Research in March–April 2020. Survey included 2,700 financial professionals in 16 countries.

2 Natixis Investment Managers, Global Survey of Individual Investors conducted by CoreData Research, February–March 2019. Survey included 9,100 investors from 25 countries.

3 Natixis Investment Managers, Global Survey of Financial Professionals conducted by CoreData Research in March–April 2020. Survey included 2,700 financial professionals in 16 countries.

4 Natixis Investment Managers, Global Survey of Individual Investors conducted by CoreData Research, February–March 2019. Survey included 9,100 investors from 25 countries.

This material is provided for informational purposes only and should not be construed as investment advice. The views and opinions expressed are as of June 30, 2020 and may change based on market and other conditions.

All investing involves risk, including the risk of loss. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.

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