If your clients are concerned about opportunity and volatility in the U.S. equity market, consider exploring internationally. We’re providing talking points and solutions to share with your clients.
Latest posts by Wayne Badorf, CFP, CFS (see all)
- Managing for the “What Ifs” in equities: Part 2—International - October 22, 2018
- Managing for the “What Ifs” in equities: Part 1—Domestic U.S. - October 10, 2018
- Fixed income focused, part 1: Why now? - September 8, 2016
We’re providing financial advisors with talking points and solutions to address concerns your clients might have with opportunity and volatility in the U.S. equity market.
Dr. Brian Jacobsen and Jim Kochan, capital market strategists with Wells Fargo Asset Management, discuss the strategic role fixed income plays in today’s portfolio construction.
Dr. Brian Jacobsen answers the headline question and provides added context for your clients.
Dr. Brian Jacobsen discusses data-driven findings that yield interesting results for investors.
Taking a page from our Risk ReVision playbook, we let lessons learned from history help clients view and navigate a better way through this low-interest-rate environment.
Dr. Brian Jacobsen helps your clients read the Brexit situation and position portfolios for opportunity.
Best practices of premier advisors and teams, part 4 of 4. Learn how top advisors evaluate investments to help meet their clients’ goals and objectives.
Best practices of premier advisors and teams, part 2 of 4. Learn how top advisors grow their businesses.
Wayne Badorf: Today, we discuss part 2 of our four-part series on best practices of premier advisors and teams. I’m Wayne Badorf.
Jon Lagerstedt: And I’m Jon Lagerstedt.
Wayne: And this is The Essential Practice. Jon, we are pleased to have our guests back with us: Matt Lobas and Scott Engroff, both divisional sales managers with Wells Fargo Asset Management. Gentlemen, welcome!
Scott Engroff: Glad to be back, Wayne.
Matt Lobas: Thank you very much.
Wayne: Well, last time we kicked off this four-part series talking about an introduction to this presentation that the two of you have written. During that introduction, you talked about three core components premier advisors look at. And today, I want to take time and talk about the first one for us. But before we do that, remind us what you mean by premier advisor.