Keeping Clients Invested Using Behavioral Finance - 3 Simple Steps

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In this CE webinar, Jan Holman, Thornburg Investment Management’s Director of Advisor Education, will:

• Review two market theories that you likely follow that don’t factor in investor behavior
• Reveal biases common to all investors that lead many of them to sell at the worst times
• Offer three simple steps you can take in your practice to control the destructive biases of your clients

For Investment Professionals Only

Speakers

Jan Blakeley Holman, CFP®, CIMA ®, ChFC, CDFA, CFS, GFS®
Director of Advisor Education
Thornburg Investment Management

Jan Blakeley Holman is director of advisor education at Thornburg Investment Management. She is responsible for identifying and creating advisor education programs that support financial advisors as they work with their clients and prospects. Jan is also a frequent presenter at broker/dealer and industry conferences where she discusses Women and Investing, Women in Transition, and Longevity Planning. She has also written numerous articles and contributed to several books on these and other financial-planning topics.

Jan has spent over 44 years in the financial services industry. Over the course of her career, she’s served as a financial advisor, an advisor to financial advisors, and a financial services corporate executive. Past employers include American Express Financial Advisors (Ameriprise), Wells Fargo Advisors, and Wachovia.

Jan has a BA in political science from the University of Denver.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.

For Investment Professionals Only