Messaging Before, During, & After a Crisis

This session will discuss effective messages to share with clients before a crisis occurs, after it occurs, and most importantly when uncertainty and emotions are high during a crisis. Participants will review several specific examples using past crises (or even a present one, if applicable) to understand the power of timely and targeted "behavioral messaging."

Learning Objectives:

1. Learn about investor psyche to be in a better position to communicate effectively
2. Discover how to effectively and consistently message before and after crises
3. Review types of messages that work best during a crisis to keep investors grounded in their plan