Included in this issue:
— Webinar Replay: Build Better Portfolios and Cultivate Stronger Client Relationships
— New Partnership with MoneyGuide
— Webinar Replay: Client Risk and Its Impact on a Financial Plan
— Insightful Article: How to talk about risk management to clients in a way they can understand
Webinar Replay: Build Better Portfolios and Cultivate Stronger Client Relationships
Learn how the tight integration between CircleBlack’s wealth management platform and StratiFi’s risk analytics can help advisors build better portfolios and cultivate stronger client relationships.
The replay is available, watch it here!
Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients’ Understanding of Risk
SAN FRANCISCO–(BUSINESS WIRE)–Envestnet | MoneyGuide and StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, announced a new integration partnership to empower more advisors to discuss risks just like they discuss goals in the context of a client’s financial plan.
Webinar Replay: Client Risk and Its Impact on a Financial Plan
Better understand your client’s relationship with risk and what it means to the future of their financial plan by joining this live webinar with MoneyGuide and StratiFi.
The replay is available, watch it here!
How to Talk About Risk Management to Clients in a Way They Can Understand
Of all the difficult conversations financial advisors must have with their clients, risk is one of the most challenging. That’s because when advisors think of “risk,” it doesn’t always match their client’s understanding of risk…