This webinar is geared toward advisors looking to understand the importance of technical analysis to better engagement and relationships with clients. With the emergence of crypto and other new–and sometimes opaque-sub-asset classes, advisors might feel overwhelmed when trying to grasp these new concepts and paradigms. Moreover, as assets shift from Baby Boomers to younger generations, being able to discuss markets and trading ideas is important whether talking with active traders or buy and hold investors who are simply curious about today’s markets.
-CFA Charterholder, Chartered Market Technician, MBA, CFP candidate -Financial writer at Wall Street Horizon, The Model FA, Topdown Charts, Humble Dollar, WealthTender, Halo Investing. -Freelance investments and planning writer and analyst for financial advisors -Experience...
