There's traditional financial planning... and there's Covisum financial planning.
The advisor and the quant
What do clients need to know about risk? Is a portfolio too risky? When and how should you rebalance?
In this on-demand webcast, advisor Joe Elsasser, CFP®, and quant Ron Piccinini, Ph.D., shed light on portfolio risk topics that are important for building trust with your clients. Effectively estimating and communicating a client's risk can help them avoid behavioral mistakes, significantly impacting their bottom line.
Join us for a live demonstration of our software
Covisum provides financial advisors with software, training and support to deliver retirement income plans that improve the lives of clients by facilitating better retirement decisions.