News Column

Practice Management Webinar to Teach Financial Advisors How to Help Investors Who Are Wary of the Markets

August 20, 2014

Wells Fargo Advantage Funds offers behavioral insights for advisors to help clients overcome fears

SAN FRANCISCO--(BUSINESS WIRE)-- Battered and beaten by the financial meltdown of 2008, or discouraged by missing out on the subsequent market rally, many investors are frozen by the idea of investing in the stock and bond markets. Even those who work with financial advisors or other intermediaries may be overly cautious about making a wrong move. This fearful mindset and subsequent inertia can make it difficult for financial advisors to help clients meet their investing goals.

On August 21, 2014, at 2 p.m. Eastern Time, Wells Fargo Advantage Funds will host a live, one-hour webinar for financial advisors who want to better understand the psychological drivers of investor behavior. During the webinar, Five Tough Clients and How to Spur Them to Action,Rick Jensen, Ph.D., founder of Dr. Rick Jensen’s Performance Center, and Wells Fargo Funds Management’s Chief Portfolio Strategist Brian Jacobsen, Ph.D., will identify behaviors that work against investors and provide useful techniques to help them move beyond unreasonable fears.

According to Dr. Jensen, “Clients often misperceive the significance of certain past events. When past events are viewed as a threat, people may experience a fight or flight response as they try to defend themselves. This can impact future decision-making.”

The webinar will cover:

  • How to identify five tough client types
  • Steps to help clients improve their decision-making process
  • Valuable talking points to use in client conversations to help move them to action

    The interactive webinar is being hosted in partnership with To sign up, visit the registration page or call 1-800-368-7560.

    About Wells Fargo Funds Management

    Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Advantage Funds. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the funds. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA/SIPC, an affiliate of Wells Fargo & Company.

    227568 0814


    Wells Fargo & Company

    Sondra Harris, 415-222-0102

    Source: Wells Fargo & Company

  • For more stories on investments and markets, please see HispanicBusiness' Finance Channel

    Source: Business Wire

    Story Tools
 Facebook Linkedin Twitter RSS Feed Email Alerts & Newsletters