Advisors, you’ve come to the right place. Join Joe Elsasser, CFP® and Ron Piccinini, PhD, live on November 9 at 3:00 p.m. Central, as they answer your questions about SmartRisk.
Are you a quant? Me either – but you can use our simple, not simplistic, quant-created risk assessment tool. Much like Social Security and tax, investment risk is an essential part of the discussion as people are saving for and preparing to retire and advisors can now efficiently link a client’s risk tolerance to portfolio risk to establish proper downside expectations and avoid potential behavioral mistakes that can sink a portfolio when markets fluctuate.
Every conversation with your client is critical. SmartRisk takes into account what an advisor needs to communicate; it reveals the real risks that the client is taking in their portfolio, in simple terms the client can understand.
Sign up today and learn more. Submit your questions in advance in the comments below, and we'll answer them live on the webcast.
Katie thrives on making an impact and achieving big goals. She believes that communication strategy has a major impact on business success. As a strategic communicator with a diverse background in non-profit, B2B, healthcare, and SaaS, Katie combines her expertise in strategy development, marketing and sales to spread the word about how Covisum can help advisors and institutions inform their clients of the best financial decisions.