Three Steps To Growing Financial Advisory Practice with Portfolio Crash Testing



Webinar Presentation

April 8, 2014
4:00 to 5:00 pm ET
Complimentary Webinar


Sponsored by

Anne Kvanbeck

Daniel Satchkov
President, Co-Founder


When investors turn to financial advisors they have two objectives: reaching investment goals, while taking appropriate amount of risk. These two objectives are usually conflicting and lead to misunderstanding and loss of clients, especially during turbulent times. In this webinar you will learn how to use Portfolio Crash Testing application to find the right balance between reaching retirement goals and building portfolios that are suitable to client's risk tolerance level. Key points of the webinar:

- How to quickly and efficiently analyze the risk picture of any portfolio

- How to educate clients about risk/return tradeoffs using portfolio crash tests

- How to gain competitive advantage by explaining risk concepts using simple graphics

- How to protect clients from specific risks that they don’t want to take

- How to validate your model portfolios and show to clients that they will perform as intended in various environments


Presented by

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