Connect with:
Saturday, May 8, 2021

Manage Your Client’s Risk and Perception Of It (Video)

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:

Request your free personal tour of the software that 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:


Our toolkit is designed to provide you with all the latest information on our Software. Start to use our products and make a great step on the Success Path!

We don’t spam! Read our privacy policy for more info.

%d bloggers like this: