Financial Advisor Tools: Protecting Your Clients From 'Perfect Storm'

The video describes a holistic approach to risk management for high net worth individuals. Wealthy investors frequently expose themselves to a situation where they can incur losses in the investment portfolio and in their sources of wealth at the same time. Advisors have to approach such situation holistically by considering things like stock options owned by retired executives or family business that is the main source of income. An example of a custom stress scenario is presented. This

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