One of the first contact items in an initial appointment is the establishment of a client risk tolerance, the centerpiece of a psychological financial profile. Whether a client is a saver or investor, establishing goals, timelines and risk aversion is mandatory to investment management. Steve and Levi discuss the CFO talking points of psychological financial profiling.
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Steve Savant is the host of the daily producer show, Let’s Get Down to Business, and the weekly consumer show, Steve Savant’s Money, the Name of the Game. Both shows are sponsored by Ash Brokerage. Steve is the #1 online author and videographer of insurance content. Steve has been cited on FO... More