Webcast
A Global Pause: Advising Clients Through Covid-19 and Beyond
Summary and Full Webcast
Times of change and disruption produce stress, uncertainty and fear. But they can also provide an opportunity for reflection and meaningful dialogue. This global pause has prompted any of us to stop and think about things that in the normal course of our typically hectic lives, we push to the side.
Continued reading:
- Use the “Happiness Portfolio” to Elevate Your Client Conversations
- Creating “The Happiness Portfolio” for Clients: The Lessons of Getting Older and Post-Traumatic Growth
Sherri Snelling, a corporate gerontologist and author, is the founder and CEO of Caregiving Club, a strategic consulting and content creation firm focused on the $20 billion caregiver health and wellness industry and the $7 trillion longevity economy. As a gerontologist and national caregiving expert, Sherri has been featured on many news networks and is a contributing columnist in a variety of publications. She has participated in caregiving advisory groups for the Alzheimer’s Association, the Centers for Medicare & Medicaid Services, the Centers for Disease Control and the White House Middle Class Task Force. She is a nationally sought speaker at events and conferences represented by the prestigious American Program Bureau.
Ways To Contact Sherri
This communication and event is for broker-dealers only; Not for use with or distribution to the general public. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public.
The views expressed by Sherri Snelling are her own and do not necessarily reflect the opinion of First Clearing or its affiliates.
First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 1121-03222