Managing Your Clients’ Risk Tolerance: A Compliance Chore or a Business Development Opportunity?

Originally aired 8/20/13

Seminar recording | Presentation materials

Don’t think of managing your clients’ risk tolerance as another task to check of your compliance list; think of it as a business development opportunity. In this webcast, Geoff Davey will discuss: 

  • How to turn prospects into clients
  • How to more quickly build richer relationships with clients
  • How to better engage clients to improve advice quality, make servicing easier and increase referrals
  • How obtaining properly informed consent and commitment adds value to your business