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Friday, January 24, 2020

Video: Learn About Portfolio Crash Testing in 4 Minutes

Stress test your clients’ portfolios. Learn how to educate clients about risk/return tradeoffs. Gain new clients by showing prospects the risks that they face and the return potential in one simple screen. Portfolio Crash Testing is a tool developed for advisors who want to raise their game. Watch the video below to learn how:

 

 

 

 

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