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Talk Your Book: Upside and Downside Customization For Your Portfolio

Animal Spirits Podcast

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The Importance of Understanding Your Client's Situations

The more downside protection you want, the less upside you have. So that particular one, that's eyes, I like it. Hey, this platform is fully customizable while there is complexity and a lot of moving parts. It's not rocket science. You should be able to get to the point with your clients where they fully understand what happens in scenarios X scenario, Y or Z.

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