The advisor & the quant: how to discuss risk with your clients
On-Demand Webcast
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
