Webinar from 10th of May 2018, showing how Prospect of Wealth allows you to find High Net worth individuals in your area and reach out to them with a dialog about the Risk of their 401k using advanced Stress Testing from RiXtrema. Then be able to use Finametrica to assess the individual Risk Tolerance. Creating a discussion about their investment options of their 401k in relationship to their risk tolerance rather than just another cold call.
