2min chapter

Financial Advisor Success cover image

Ep 411: Getting Clients Comfortable With Market Risk Using A More (Options-Based) Measured Risk Approach with Larry Kriesmer

Financial Advisor Success

CHAPTER

Navigating Investment Product Structures and Client Comfort

This chapter explores the complexities involved in creating investment products, focusing on the distinctions between separate accounts and ETFs. It highlights the risk management challenges encountered when new investors join funds in drawdown, while also addressing the significance of effective communication and the appeal of tangible assets in investment decisions.

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