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Advisor Well-Being Impacts Client and Firm Outcomes: How to Optimize Success
Course Information
Content Level: Intermediate
NAPFA Subject Area: L-Strategic Thinking
Course Description
Even the most confident, well-adjusted advisors and firm leaders have felt untethered, tired, and unsure in the face of constant disruptions and changes in the workplace and work-life balance. Advisors who previously focused on client engagement and helping clients create more meaning with their money, now want more purpose in their own work and lives. In this session, Dr. Jody Jacobson introduces you to evidence-based practices derived from neurobiology, learning theory and organizational dynamics to reduce stress and improve your business, marketing and life outcomes. You’ll learn first-hand how using these tools and techniques can help you achieve better results, build confidence, and feel better faster. You’ll get valuable handouts, including a set of questions for mindful self-reflection, to help you optimize success and satisfaction in any situation.
Learning Objectives
  1. Understand why the mind has Velcro for negative emotions, Teflon for positive ones, and how to reset your brain’s default modes.
  2. Learn what it takes to create a 5-point virtuous reinforcing cycle of mindfulness > productivity > confidence > satisfaction > success.
  3. Learn practical, easy tools to reset your focus when you find yourself dithering off course, indulging in perfectionism, or latching onto distractions.
Jody Jacobson, PhD

Dr. Jody Jacobson is the founder and CEO of The Human Skills Institute. Through her work with top executives, firm owners and financial advisors, Jody realized that these high performing professionals frequently undervalue their greatest asset - their human skills and personal strengths. She's on a mission to change that.

With over 20 years of experience working with financial advisors, business owners and leaders, Jody helps her clients cultivate the mindset and implement the right strategies to achieve their biggest goals and achieve next level results. Whether they want more clients, meaning, or time; the clarity to make a big decision; to effectively manage a major transition; or to smoothly cultivate a higher-functioning team, Jody tailors her approach to each client's unique needs and goals for optimum results.

Availability: On-Demand
Expires on Dec 31, 2023
Cost: Member: $0.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
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