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The Advisor & The Quant: How to discuss risk with your clients
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Joe Elsasser, CFP® and 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.
Ron and Joe tackle questions like:
- What do clients need to know about risk?
- When and how should you rebalance?
- How much can this portfolio lose in a really bad month?
- Is my portfolio too risky? Is my portfolio diversified enough?
As well as commonly used and often misunderstood topics including worst-case scenario, asset correlation/diversification, interest rates and economic value of the tail. Attendees will learn:
- What is a heavy-tailed model and why it is critical for analyzing portfolio risk.
- How to avoid behavioral mistakes that can negatively impact portfolio performance.
- How to attract and retain clients through communication and reporting that makes sense and impacts the bottom line.
