Manage Your Client’s Risk & Perception Of It

We built Portfolio Crash Testing to help you get and keep clients. All advisors use PCT to visually demonstrate the risk profile, adjust loss level to the one that client is comfortable with and to show spending projections. However, each advisor also has their own unique twist to the way they manage risk. We have gathered a mix of experienced advisors, portfolio managers and technology experts to help you in managing risks for your clients. In this video Andy Millard of Millard & Company, Lance Hicks of Finance 500, Neal Quon of QuonWarren, Venk Reddy of Zeo Capital Adivsors and Daniel Satchkov of RiXtrema discuss best ways to manage client’s risks and to create loyal long term clients. We hope you find this discussion helpful for your practice.
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