June 18, 2026 | 1:45 PM - 2:35 PM

Behavioral Techniques to Support Clients in Uncertain Markets

New research reveals how advisors can better support clients when markets feel unpredictable. This session outlines a practical process that combines what clients want with effective coaching techniques. Walk away with tools to communicate amid uncertainty, build client engagement, and keep clients focused on their long-term goals.
  • Investing Trends
  • Practice Management
  • Breakout
  • CE Credit

Speakers

Image of Danielle Labotka

Danielle Labotka

Morningstar

Behavioral Scientist

Image of Samantha Lamas

Samantha Lamas

Morningstar

Senior Behavioral Researcher