Sponsored by Riskalyze
One of the biggest challenges advisors face is setting and managing client expectations for portfolio returns. When the markets are up, clients want to know why they aren’t making more money—and when they’re down, clients ask why they aren’t more protected against losses. Starting the conversation about performance by talking about risk is the simplest and most effective method to set realistic client expectations. Read this white paper to learn more about ways you can use risk to properly manage client expectations and build higher levels of client trust.
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