Risk Management in Holistic Financial Planning Process

B (1)
B (1)
Main
10/3/2019
3:20 PM - 4:20 PM
Holistic planning firms continue to search for ways to bring more robust, comprehensive planning services to their clients, yet commonly struggle with addressing risk management and insurance related issues. This session will address the client perspective on the need for comprehensive planning, the benefits of risk management to an advisory firm (and their clients) and how to incorporate risk management into the financial plan in a proactive and predictable manner without compromising fee-only status.