When it comes to managing expectations and market / risk perceptions with their clients, financial advisors have their work cut out for them. I sat down with five industry insightfuls while at the TD Ameritrade LINC Conference earlier this year. Their comments got me nodding my head yes over and over again.
Ideas and tips from Marie Swift, a nationally-recognized consultant who's worked with some of the top financial advisory firms nationwide for nearly twenty years. This blog spotlights financial services firms and allied institutions that Swift deems as adopting "Best Practices" in the industry. Swift also shares some of her own tools and ideas aimed at helping independent financial advisors.
Sunday, May 31, 2015
Risk and Investing - How to Better Communicate the Trade Offs to Your Clients
Labels:
andy millard,
daniel satchkov,
finance 500,
financial advisors,
impact communications,
investing,
MacroRisk Analytics,
marie swift,
neal quon,
risk,
riskalyze,
rixtrema,
venk reddy,
Zeo Capital
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