A risk management program is a process that involves a feedback loop between you and your clients. Multi asset class strategist Dr Brian Jacobsen discusses the building blocks. Read the transcript on our blog, AdvantageVoice®.

402: Building blocks of a risk management program: Evaluation of goals

Join Wells Fargo Asset Management industry experts as they discuss topics that are essential to the success of a financial advisory practice. Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo&amp;Company. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo&amp;Company, provides investment advisory and administrative services for Wells Fargo Funds. Other affiliates of Wells Fargo&amp;Company provide subadvisory and other services for the funds. The funds are distributed by WELLS FARGO FUNDS DISTRIBUTOR, LLC, Member FINRA, an affiliate of Wells Fargo&amp;Company. Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets. This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind&mdash;including a recommendation for any specific investment, strategy, or plan. &#xA9;2019 Wells Fargo Funds Management, LLC. All rights reserved. NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE
©2020. Wells Fargo Funds Management, LLC.

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Join Wells Fargo Asset Management industry experts as they discuss topics that are essential to the success of a financial advisory practice. Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo&Company. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo&Company, provides investment advisory and administrative services for Wells Fargo Funds. Other affiliates of Wells Fargo&Company provide subadvisory and other services for the funds. The funds are distributed by WELLS FARGO FUNDS DISTRIBUTOR, LLC, Member FINRA, an affiliate of Wells Fargo&Company. Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets. This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. ©2019 Wells Fargo Funds Management, LLC. All rights reserved. NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE ©2020. Wells Fargo Funds Management, LLC.

Join Wells Fargo Asset Management industry experts as they discuss topics that are essential to the success of a financial advisory practice. Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo&amp;Company. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo&amp;Company, provides investment advisory and administrative services for Wells Fargo Funds. Other affiliates of Wells Fargo&amp;Company provide subadvisory and other services for the funds. The funds are distributed by WELLS FARGO FUNDS DISTRIBUTOR, LLC, Member FINRA, an affiliate of Wells Fargo&amp;Company. Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets. This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. ©2019 Wells Fargo Funds Management, LLC. All rights reserved. NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE
©2020. Wells Fargo Funds Management, LLC.

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402: Building blocks of a risk management program: Evaluation of goals

402: Building blocks of a risk management program: Evaluation of goals