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Communicating About Risk
Learn why it's paramount to have conversations focused on risk with clients.
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FinServe Ambassador Talks Coordinated Legacy Planning
View DetailsMarch 17, 2020
Michael Finke, PhD, CFP®, professor of wealth management and director for the Granum Center for Financial Security, interviews Nobel Laureate in Economic Sciences and Professor of Finance Emeritus at Stanford University William Sharpe, PhD about the importance of talking about uncertainty with clients when it comes to investing, even if you have to employ different methods.
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FinServe Ambassador Talks Coordinated Legacy Planning
View Details