Transforming advisors into CFOs: investment management Blog added by Steve Savant on January 23, 2014
Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

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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