April 9, 2020 | 4:15 pm ET / 1:15 pm PT
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Pro strategies for a resilient practice in uncertain times


Thursday, April 9, 2020 | 4:15 pm ET / 1:15 pm PT




In the midst of uncertainty — market upheavals, commodity price shocks, and global health scares — how can you best support your clients, demonstrate the value of your advice, and move from fear to action? Register Now


 

PRESENTER:
Rick Jensen, Ph.D.
Sport Psychologist,
Performance Consultant
Dr. Rick Jensen’s
Performance Center

 


PRESENTER:
Brian Jacobsen, CFA, Ph.D.
Senior Investment Strategist
Wells Fargo Asset Management

 


MODERATOR:
David Armstrong
Editor-in-Chief,
Executive Director of Content
and User Engagement

WealthManagement.com

 

 
In the midst of uncertainty — market upheavals, commodity price shocks, and global health scares — how can you best support your clients, demonstrate the value of your advice, and move from fear to action?

Under extreme circumstances like these, it's essential that you project professional confidence — and have the right skills to communicate in an atmosphere of social and financial anxiety.

During rocky times, clients seek reassurance and stability. Let us provide you with proven strategies used by the pros, including championship athletes and top business executives, to be the calm at the center of the storm.

Join performance coach Dr. Rick Jensen and Senior Investment Strategist Dr. Brian Jacobsen, CFA, CFP, for a session dedicated to:
  • Three proven performance strategies for a resilient practice
  • How to stay confident while in volatile, unprecedented markets
  • Professional guidance to manage client anxiety and gain trust in your decisions
  • Positioning portfolios for opportunity to help clients stay on track
*Continuing Education (CE) is pending for this session.

Attend our live webinar
Thursday, April 9, 2020, at 4:15 p.m. Eastern Time



Can’t attend the live webinar? Go ahead and register and we’ll email you a link to the recorded session when it’s available.


*CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

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INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

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