PFPS2103. Lessons from Guiding Blind Athletes

In her TED-Talk style presentation, Caroline Gaynor discusses her experience as a guide for blind triathletes and draws parallels between the guide/athlete relationship and the relationship between financial advisors and their clients. Advisors help clients achieve their goals by acting as a trusted voice through stressful life changes and unexpected market turmoil, just as guides keep their athletes focused on the finish line in every race.


Learning Objectives:

  • Learn how to communicate effectively with clients.
  • Learn how to communicate the importance of staying invested in the market.
Date/Time
Jan 25
2:45 PM–3:35 PM
CPE Credits
1.0
NASBA Field of Study
Professional Development
Level
Intermediate
Prerequisites
3-5 Years in the Profession
Advanced Preparation
None
Speakers
Image of Caroline Gaynor

Caroline Gaynor

Regional Director
Dimensional Fund Advisors