How COVID-19 Changed the Risk-Tolerance Discussion Forever
Now more than ever, investors are looking to their advisors for reassurance and a plan for the future. And in order to create that plan, advisors MUST be able to correctly assess a client’s risk tolerance.
In addition, advisors need to be able to communicate that plan effectively and consistently, all while managing their client’s fears and concerns.
Because of this, advisors’ coaching skills are more important than ever. Helping clients understand and manage risk can be tricky, but with direct conversations, along with technology tools that help capture, access and monitor risk tolerance, new client engagement opportunities and better outcomes emerge.
Join us on this informative webcast that will provide you with best practices on engaging clients, in the ever important risk tolerance discussion.