Better understand your client’s relationship with risk and what it means to the future of their financial plan by joining a webinar with MoneyGuide and Stratifi. In this webinar we will cover:
*Client factors to consider when recommending an asset allocation including investment objectives, time horizons, and risk tolerance.
*How to recommend an asset allocation strategy consistent with the client’s risk tolerance.
*How to leverage MoneyGuide and Stratifi to maximize practice efficiency and client suitability