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Sponsored Content

Resources>White Papers


RISK IS PERSONAL

Help your clients focus on goals, not risk.

Aug 01, 2022

Save

Sponsored by 



Real risk, as your clients experience it, is not portfolio volatility. It’s the
likelihood they will fail to reach their goals. This goals-based definition of
risk accomplishes two things: it puts risk into a subjective human context, and
it lengthens the timeline against which risk is measured.

The best investors ignore the broader market and focus on getting the returns
they need to live the life they want. But even though personal benchmarking
makes sense, it also requires us to fight against behaviors we’re used to.

In this white paper, you’ll see how you can use the latest behavioral finance
research to improve outcomes, as well as:

 * Understand how to frame investment advice in ways illuminating client goals
 * Understand what biases, behaviors, and influences that affect goal-setting
 * Be able to apply the specific methods to aid in client goal-setting

Download the white paper to learn more.

 

 

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