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With so much uncertainty in the markets, investors need a guiding hand, and understanding risk tolerance is critical. Luckily, the technology is here to make distribution of questionnaires, generation of risk tolerance scores, personal comfort ranges and evaluation of the risk of individual portfolios eminently possible; making conversations with clients much easier, thoughtful and more scientifically sound. Advisors need a strong, proven, defensible methodology to measure risk and satisfy regulators. Choosing the right approach could also lead to much higher retention and a better connection with your clients. Download this white paper and learn about:
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