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

Image of Eason Liu

Eason Liu

Morningstar

Senior Investment Analyst