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Advisor wellness: Takeaways from study

webcast 2018-11-15

Advisors are continually focused on adjusting client portfolios for maximum return while also managing risk. But is the same true for how they manage their own ‘wellness’ portfolio?



In late 2017, FlexShares surveyed more than 700 financial advisors on their own perceived wellness. They were queried across a variety of criteria. The survey reveals that advisors are stressed – 25% more stressed than the average American.



In this exclusive video webcast, we’ll discuss the survey results with its sponsor FlexShares ETFs; research firm Riedel Strategy; and Dr. Ari Levy, a medical doctor and MBA who treats financial advisors in a holistic fashion.

* Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.

Register Now

Date: Thursday, November 15, 2018

Time: 4-5 PM ET

Specifically, this webcast will explore:

  1. The six key findings of the FlexShares Advisor Wellness Survey
  2. Why all stress isn’t necessarily bad stress
  3. How advisors can implement the right structure for gains in their personal wellness portfolio

In addition, all registrants for this webcast will receive a free copy of Stress and Satisfaction Are Defining Factors, which provides highlights from the FlexShares Advisor Wellness Survey.

Sponsored by:

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.

Please contact us at info_cecredits@investmentnews.com if you have any questions.

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