76 - Drawdown Decisions
TRAP: The Real Adviser Podcast
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Reassessing Risk: A Conversational Shift
This chapter explores the limitations of traditional risk profiling tools and advocates for a more personalized, conversational approach in understanding client needs regarding market risks. It also critiques specific investment funds, emphasizing the necessity for transparency and sound financial advice tailored to clients’ actual situations. Additionally, the discussion touches on essential administrative processes following the loss of a loved one and the importance of comprehensive financial planning.
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