Advisor Wellness: Takeaways from Study

Thurs, Nov. 15 | 4:00pm-5:00pm ET

Advisors are continually focused on adjusting client portfolios for maximum return while also managing risk.  But is the same true for how they manage their own ‘wellness’ portfolio?
In late 2017, FlexShares surveyed more than 700 financial advisors on their own perceived wellness. They were queried across a variety of criteria.  The survey reveals that advisors are stressed – 25% more stressed than the average American.
In this exclusive video webcast, we’ll discuss the survey results with its sponsor FlexShares ETFs; research firm Riedel Strategy; and Dr. Ari Levy, a medical doctor and MBA who treats financial advisors in a holistic fashion.

Specifically, this webcast will explore:

  • The six key findings of the FlexShares Advisor Wellness Survey
  • Why all stress isn’t necessarily bad stress
  • How advisors can implement the right structure for gains in their personal wellness portfolio
In addition, all registrants for this webcast will receive a free copy of  Stress and Satisfaction Are Defining Factors, which provides highlights from the FlexShares Advisor Wellness Survey.

Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.

Ari Levy, MD, MBA
Founder and CEO
SHIFT (Life)
Barnaby Riedel, PhD
Co-Founder Chief Research Strategist
Riedel Strategy

David Partain
Director of Marketing

Sponsored by

Before investing, carefully consider the FlexShares investment objectives, risks, charges and expenses. This and other information is in the prospectus and a summary prospectus, copies of which may be obtained by visiting Read the prospectus carefully before you invest.

Foreside Fund Services, LLC, distributor.

Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.
close log in form button
Log In Now Not Registered?

close register form button