Thursday, January 23, 2014

Transforming Advisers into CFOs - Investment Management

One of the first contact items in an initial appointment is the establishment of a client risk tolerance, the centerpiece of a psychological financial profile. Whether a client is a saver or investor, establishing goals, timelines and risk aversion is mandatory to investment management. Steve and Levi discuss the CFO talking points of psychological financial profiling.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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At its core, Ash Brokerage is about Honoring the Impact ® in the lives of the financial professionals who choose to partner with us — we are an engaged group of individuals who really care. We help advisors and their clients protect those they care about in impactful, meaningful ways ... Simply put, we make a difference in the lives of people.

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