Call us: 877.844.7213
FREE On-Demand Webinar

Just Right Risk Discussions

As the wealth management world shifts further and further away from individual stock selection to professionally designed asset allocation portfolios, the portfolio discussion is shifting as well. Rather than discussing each individual holding in a portfolio, advisors need to have initial methodology discussions with clients. 

This 30-minute webinar presented by Covisum Founder and President, Joe Elsasser, CFP®, will show you how to have those important conversations about portfolio risk.