Review Detail

(Updated: October 22, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

As Andy said, some of the slides Criag presented today were very clear in illustrating the concept of diversification over many asset classes. Craig hit the nail on the head when he said that some clients (especially impatient ones) are looking for quick and fast results and that the advisor must educate them about these concepts. I agree that the Twitter age has made everyone think in fast motion instead of the slow motion required for the 7/12 portfolio to work properly. Thanks!

Was this review helpful to you? 

Comments

 
 
Ordering 
 
Already have an account? or Create an account