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Talk Your Book: Upside and Downside Customization For Your Portfolio
Animal Spirits Podcast
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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