What to Do When Risk Tolerance is Broken

More market volatility is certain in the aftermath of Brexit and in anticipation of the outcome of the US election.   If you really want to help people reach their financial goals, and avoid “bad behavior” because of volatility in the markets, you need to have a broader and more powerful set of tools.

So says Steve Wendel, Morningstar’s Head of Behavioural Science, a keynote speaker at DAC in San Diego, November 6 – 9th.

Steve will explain how you can shore up your toolkit to fix what’s wrong with risk tolerance.

It is very important topic as new regulation and fee disclosure rules have put the focus on value of advice, something truly great advisors look forward to embracing.  They are prepared to address risk tolerance matters throughout various economic cycles because they know how to address and manage behavioral challenges. In fact, the truly great advisor will focus on managing human relationships rather than the now commoditized work of analyzing diversified portfolios.

During Steve’s dynamic session you will be able to learn what really helps investors and industry professionals work more closely to overcome behavior gaps leading to poor investment returns and understand demographic challenges as well.

The benefits are enormous:  how to bring outstanding value to your practice, be a better financial coach, and move your clients towards greater risk capacity are amongst the top discussion points.

“We are looking forward to learning more about this important topic with Steve, November 6 – 9 in San Diego, California,” says Evelyn Jacks, President of Knowledge Bureau. “He will join 18 leading speakers addressing the theme, Soar Higher: Plan for your Greater Potential.”

To find out more about Distinguished Advisor Conference DAC please visit www.knowledgebureau.com/dac or call 1-866-953-4769.

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