Content Level: Intermediate
NAPFA Subject Area: L-Strategic Thinking

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.

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