Skip navigation

Pro strategies for a resilient practice in uncertain times

Now Available On Demand

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    

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

The NAEPC has approved this webinar for one (1) general CE credit hour for the AEP® designation program. The Investments & Wealth Institute has accepted this webinar for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications.

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

 

Brian Jacobsen, CFA, Ph.D.
Senior Investment Strategist Multi-Asset Solutions
Wells Fargo Asset Management

 

David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com

 

SPONSORED BY
Wells Fargo Logo