LEARN, COMMIT, SUSTAIN: Client Education And Retention
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Good info
Good info on investing.
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(Updated: August 20, 2015)
5.0 |
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(Updated: August 20, 2015)
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very timely and good material
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(Updated: August 20, 2015)
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Very informative and topical. I'd like to learn more and am still waiting to be contacted about purchasing this and other monthly subscriptions.
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(Updated: August 20, 2015)
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Excellent presentation and persuasive arguments advanced by Craig as he consistently demonstrates. Identifies challenges for advisers in educating clients to understand the concept of diversification. Good takeaway- if you can predict the future and know what asset class will prevail each January, don't diversify. If you can't predict the future, diversify among multiple asset classes.
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