How to talk to clients about their risk profile

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Presented by

Jason Stipp, Thomas Aviles, Nicki Potts

About this talk

Against the backdrop of an intensifying regulatory environment, risk profiling solutions are under the microscope these days. But aside from compliance, risk profiling, when done correctly, also is an effective first step in getting to know your client. And with the right profiling solutions, risk can be the gateway to deeper conversations with clients, long-term value creation, and truly personalized portfolios. Join us to learn: - How to discuss risk with clients in a way that drives understanding and engagement - What to do with clients’ risk profiles once you have them - How a fully integrated risk profiling process and solution can result in customized portfolios
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