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Talking About Risk Stinks

Sara Grillo, CFA

Bringing transparency ?? and logic to financial advisor marketing

发布日期: 2019年2月19日

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Let's be real. Talking about risk with clients is a huge landmine for most financial advisors.

In this 30 minute webinar with Aaron Klein of Riskalyze, advisors will learn:

Why the traditional methods of evaluating a risk tolerance are broken
What NOT to say when discussing investment risk with clients
Better ways to ask questions about and assess your clients' true risk tolerance

Date: March 5th

Time: 2:30 PM EST

Location: Zoom line to be announced

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Talking About Risk Stinks

Sara Grillo, CFA

Bringing transparency ?? and logic to financial advisor marketing

Sara Grillo, CFA的更多文章

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Sara Grillo, CFA的更多文章

"Best time of day to post. Is there really a best time?"

"I get asked a lot from prospects in the intro meeting and from some others who I meet casually, about what Rate of Return I get for my clients."

"Does it fly in the face of charging flat fee to adjust your client agreements for inflation? If so, how do you have the conversation?"

"I'm confused as to what metrics to use to define success in marketing. Is it the amount of new leads or clients we brought in?"

"I'm confused. Should marketing to my niche be my primary SEO strategy? Or, should I work on local SEO with the addition of my niche strategy?"

"I got more new clients by meeting people at the gym and out walking my dog, than I did with the fancy schmancy marketing funnel programs."

"We do REALLY well with widows who aren’t planning/investment savvy. How can we find more prospects without seeming like opportunistic turd?"

"I paid a ton of dough for some blogs that I thought were going to be custom-written. Come to find out, the blogger used AI or ChatGPT or somet

"What's the best way to answer the question: What do you do?" It's my least favorite, and saying the words financial advisor = [puke emoji]"

"This week, I’ve had the same person bail on me twice; how do I politely say no thank you to any future appointments for them?"

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其他会员也浏览了

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Investment Markets: Foresight and Prediction

Longest Bull Market? It Doesn't Matter!

Weekly Newsletter: The Bottom Line