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“Risk is Personal”

Learn tricks to make client goals come alive in new ways. Find out more!

Real risk, as your clients experience it, is not portfolio volatility. It’s the likelihood they will fail to reach their goals. This goals-based definition of risk accomplishes two things: it puts risk into a subjective human context, and it lengthens the timeline against which risk is measured.

The best investors ignore the broader market and focus on getting the returns they need to live the life they want. But even though personal benchmarking makes sense, it also requires us to fight against behaviors we’re used to.

In this white paper, you’ll see how you can use the latest behavioral finance research to improve outcomes, as well as:

  • Understand how to frame investment advice in ways illuminating client goals

  • Understand what biases, behaviors, and influences affect goal-setting

  • Be able to apply the specific methods to aid in client goal-setting

0552-OAT-3/31/2022

Offered Free by: Orion Advisor Tech

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Who We Are

Xcellent Insights is a futuristic market intelligence firm, headquartered in New York, US that focuses on providing strategic market insights. We offer a plethora of data-centric research reports and consulting services to help customers expand and explore their business strategies, obtain clarity about current business trends and future development, and attain substantial growth. Our portfolio of services includes syndicated and custom research reports driven by end-to-end market research and market intelligence studies.

What We Do

We strive to offer the best market research and consulting services to our customers that will benefit them in making informed business decisions. We provide an extensive list of market research titles falling under various industry categories such as consumer goods, food, and beverages, automotive, healthcare, and chemicals, covering latest and trending market insights. Through our services, we aim to connect an organization’s goal with lucrative outcomes globally.

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      By completing and submitting this form, you understand and agree to WisdomInterface processing your acquired contact information as described in our privacy policy.

      No spam, we promise. You can update your email preference or unsubscribe at any time and we'll never share your details without your permission.