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

Financial Advisor Success

CHAPTER

Navigating Options Trading Risks

This chapter examines the challenges faced by novice investors in options trading, emphasizing the dangers of inadequate knowledge and risk management. It shares insights from the author's journey in the advisory field, transitioning from traditional finance to a focus on protecting clients from market volatility. The discussion also highlights the importance of educating clients about options and the complexities involved in managing a scalable advisory business.

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