Come to learn how to combine behavioral finance with 360° risk visualization to:
- Navigate tough conversations in down market
- Quickly identify at-risk clients to reach out proactively and prevent loss
- Better engage clients and deliver truly personalized services
- Develop insights that you can't get from CNBC and Yahoo! Finance
Helen Yang, CFA, winner of 2011 Harry Markowitz Award, will show you how to combine behavioral finance with risk visualization to manage client emotions and behavior.
Visit www.andeswealth.com and sign up for free trial.