Learning Center

Applied Behavioral Economics Knowledge Circle: Navigating Market Challenges: Strategies to Keep Clients Invested for the Long Term

4 (1 vote)

  • Registration Closed

Join us as Jon shares insights on guiding clients through market changes and challenges. Learn behavioral finance strategies to help clients manage market volatility, stay the course during turbulent times, and remain invested for long-term success.


Jon Robinson

CEO

Blueprint Investment Partners

Jon Robinson is the CEO of Blueprint Investment Partners, an asset management firm dedicated to supporting Registered Investment Advisors with tailored solutions for their clients. With over 22 years of experience in market trading and investment management, Jon offers valuable insights to advisors on managing risk and implementing successful investment strategies.

Key:

Complete
Failed
Available
Locked
Applied Behavioral Economics Knowledge Circle: Managing Client Emotions and Behavioral Finance
01/22/2025 at 10:00 AM (MST)  |  60 minutes
01/22/2025 at 10:00 AM (MST)  |  60 minutes Join us as Jon shares insights on guiding clients through market changes and challenges. Learn behavioral finance strategies to help clients manage market volatility, stay the course during turbulent times, and remain invested for long-term success.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available