Properly profiling your clients in terms of risk in a volatile market

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Presented by

Jason Stipp, Nicki Potts

About this talk

When economic volatility knocks, investors become increasingly unsure of how to invest with all the uncertainty that the future holds. One investor may be worried about timing retirement, while another concerned about taking care of multiple generations, or another determined to achieve overdue milestones. Shakey investor confidence is not only unsettling for the investor, but it also puts a strain on advisors to manage expectations, continue to deliver personalized advice and do it all at scale. But with the right tools, you can use the current market trends as an opportunity to manage clients’ fears, improve client retention and growth. In this webinar, we explore: - Investor behavior in a volatile market - Factors to consider when determining your clients’ risk profile - The gold-standard 3-step blueprint to calculating your clients’ risk tolerance - How to manage investors’ confidence in their portfolio

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