How You Can Win Client’s Trust Where Others Lose It

How can an Advisor differentiate from competition in this volatile market? Study after study shows that the first thing that prospects and clients care about is capital preservation. Investors are worried about risk!
Last quarter was the first time since 2008 that both stock and bond funds suffered outflows. It is a clear sign that investors are worried about risk. You clients may not have done that, but they are not immune to such feelings. If they see losses they were not prepared for — this could hurt your business. Successful advisors prevent that loss of trust by using risk technology to prepare clients for market volatility.

We did a deep dive into the topic of Stress Testing and wrote a paper to help you understand what Stress Testing is and what it is not, and how it can be used to address client’s dreams and fears:

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