The advisor and the quant

7309-hero-advisor-quant-webcast.jpgWhat 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:

  • The often misunderstood topics of worst-case scenario
  • Asset correlation/diversification
  • Interest rates
  • Economic value of the tail

Learn how to attract and retain clients through communication and reporting that make sense and impact the bottom line.

Watch the webcast