The Biggest Threat to Your Clients’ Investing Success (And what to do about it) – Motley Fool Asset Management – 6.30.25

December 11, 2022

Overview:

Title: The Biggest Threat to Your Clients’ Investing Success (And what to do about it)

Date: Monday, June 30, 2025

Time: 1:00 PM Eastern Daylight Time

Duration: 1 hour

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Summary:

On Demand CE

Tariffs, Federal deficits, globalization or China, which is the biggest threat to our financial future in 2025? We’ve already seen extreme volatility in the markets due to each, but the biggest threat to investing success may be how investors respond in times of uncertainty. Learn how to keep clients from reacting to the latest perceived threat and focused on staying invested in a way that fits their risk/fear profile.

Accepted for 1 CFP/ IWI / CFA CE Credit

Speaker:

Bill Mann Chief Investment Strategist Motley Fool Asset Management

If you’ve been following The Motley Fool, LLC for a while, you’ve probably encountered Bill and his Foolish takes on the market—he’s the former co-host of the Motley Fool Morning Show, a popular contributor to fool.com articles, and a regular guest on the Motley Fool Money podcast.

Bill has also applied his institutional knowledge, stock investing experience, and economic insights to leadership roles all across the “Fooldom” of The Motley Fool, LLC and Motley Fool Asset Management. He has held various positions since 1999, having previously served as Senior Editor at The Motley Fool, LLC, Portfolio Manager and Chief Investment Officer at Motley Fool Asset Management, and most recently, Director of Small Cap Research at The Motley Fool, LLC. Today, Bill continues to educate both seasoned and new investors with uniquely Foolish strategies as our Chief Investment Strategist here at Motley Fool Asset Management.