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

Danielle Labotka
Morningstar
Behavioral Scientist

Samantha Lamas
Morningstar
Senior Behavioral Researcher

Eason Liu
Morningstar
Senior Investment Analyst