Market volatility feels less alarming when clients are prepared to face it. Advisors aiming to alleviate client anxieties are prepared to show clients the difference of performance versus risk and how essential it is to stick with their plan —through market ups and downs—and how a hasty decision today could have a long-term impact on their financial success.
In this webinar, hear from René Nourse, CFP®, Founder and Managing Director of Urban Wealth Management, to learn how she uses integrated tools like eMoney and Riskalyze to put financial plans in perspective and help clients visualize the risk and potential volatility in their portfolio.
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