RISK | 6/21/17 1:46 PM | by Katie Godbout, Vice President of Sales & Marketing
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.
The experts will also discuss:
Learn how to attract and retain clients through communication and reporting that make sense and impact the bottom line.
Access industry news, expert insights, best practices, free downloads and more.
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