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Monday, August 2, 2021

Financial Advisor Tools: How to Prepare Your Client For a ‘Perfect Storm’

Financial advisors must avoid ‘cookie cutter’ approaches and address each client’s unique situation. When it comes to risk, a financial advisor must consider not only the investment portfolio, but also assets that form the foundation of client’s wealth and income. See how in this video:

Portfolio Crash Tester will help you explain and manage portfolio risk for any prospect or client. It is the only platform for advisors that is also used by top institutions to manage their risks. Click below to learn more:

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