2018 FTJ FundChoice Advisor Summit
How to take a more rules-based approach
February 07, 2018 @ 12:00 am
Clients are looking for ways to limit downside risk while generating returns. Terri Spath of Ocean Park Asset Management offers some ideas.
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If the market went down, would your clients be surprised by their portfolio’s reaction? Reduce vulnerability and strengthen relationships with the guide to preparing clients for any market scenario.