New Strategy to Navigate Market Volatility Concerns
Date: Thursday, September 21, 2017
Time: 4pm ET | 1pm PT
Produced and Sponsored By:
Market volatility consistently raises concern among advisors about how to effectively manage client portfolios and keep them invested for the long-term. New strategy ideas for retirement savings – beyond mutual or index funds – that address portfolio cost concerns are helping to provide protection for clients.
Join an engaging discussion, fueled by new research, that reveals consumer and advisor perceptions about market volatility. Discover how to help clients overcome the emotional obstacles of long-term investing and learn about a no-cost retirement strategy.
Join this complimentary webcast to:
• Receive the latest research on consumer volatility concerns
• See how an index-linked annuity provides protection in an unpredictable endeavor – investing
• Gain four key principles that address behavioral barriers associated with long-term investing
Jay Mooreland, MS, CFP ®
The Emotional Investor
Jay is a passionate advocate for progress, both personal and professional. He educates and coaches advisors around the world on the topic of investor behavior so they can improve their relationships with clients and provide greater value. He works with advisors to help them become their client's financial coach and help their clients improve their decision-making process. In addition to "behavioral coaching", Jay has created several tools to help advisors differentiate themselves. Some of those tools include Speaking Your Client's Language and Mind Games. He is author of the book, The Emotional Investor: How Biases Influence Our Investment Decisions...and What You Can Do About It. Jay holds a Bachelor of Science in Business Finance from San Jose State University and a Master of Science in Applied Economics from the University of Minnesota. He currently resides in Woodbury, MN with his wife, two children and two British Labs.
Michael Finke, Ph.D., CFP®
Dean and Chief Academic Officer
The American College of Financial Services
Dr. Finke served as the editor of the Journal of Personal Finance and is a contributing editor to Research Magazine. He received a doctorate in consumer economics from Ohio State University in 1998 and in finance from University of Missouri in 2011. He was named to the 2013 and 2014 Investment Advisor IA25 list and the 2012 Investment News Power 20, and received the Montgomery Warschauer best paper award from the Journal of Financial Planning in 2013 and 2014.
Divisional Sales Manager
Brighthouse Financial, Inc.
As divisional sales manager for the Central South region, Chris Bunting leads a team responsible for sales of fixed, variable and structured annuities from Texas to Georgia. Chris began his career in 2003 as a financial advisor for an independent broker-dealer in New York. He joined Brighthouse Financial (previously MetLife Investors Distribution Company) in 2005 as an internal sales associate. In 2007, Chris was promoted to regional sales vice president of annuities in the Upstate and Western New York region. He transitioned to Nashville, Tennessee for the same role in 2010. Chris became regional sales leader in 2014 before being named divisional sales manager in 2015. Chris graduated from Fordham University with a degree in history. He's obtained the Certified Investment Management Analyst® designation and holds Series 7, 63 and 24 licenses as well as Tennessee Life and Annuity licenses. Chris, his wife Alicia and their four boys reside in Brentwood, Tennessee along with their French Bulldog, Maccherone.