Clients Don't Care About Sharpe: How to Simplify Your Investment Advice Process

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C (1)
11:50 AM - 12:40 PM
Put yourself in your clients’ shoes and walk through a client-ready presentation that will help you streamline and simplify your investment advice process. Learn how to confidently demonstrate your knowledge and mastery of the topic of investments without industry jargon and technical details that confuses and overwhelms 90% of clients. This will help you better educate your clients and this will help your clients buy-in to your investment process. This session is intended for planners in the early stage of their profession.

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