MMI NetMeeting - The Boundaries of Financial Advice: When Clients Need More Risk to Reach Their Goals

Replay | MMI NetMeeting

The growing demand for financial planning and formalized advice has given rise to a debate within the financial planning community: whether to take an “authoritative” approach to investing to achieve a client’s goals regardless of the level of risk, or adopt an “accommodative” approach that’s in line with the client’s stated risk tolerance, but that won’t be sufficient to achieve his or her goals.

This MMI NetMeeting features an overview of the changes taking place in the advisor marketplace as well as a candid dialogue among experts on how to reconcile clients’ low risk tolerance with the need to reach further out on the risk spectrum to achieve their goals. Topics include:

  • What if your clients’ need for return is greater than their desire for more conservative volatility? 
  • What if your clients cannot achieve their goals and a good night’s sleep at the same time?
  • Which is more important – your clients’ levels of anxiety or the risk that they run out of assets at the wrong time?

Access the NetMeeting here.

Introduction:
Arlen Oransky,
SVP, Chief Membership and Programs Officer, MMI

Moderator:
Igor Jonjic,
Senior Product Manager, Investment Services, Fiserv

Panelists:
Michael Kitces,
Partner, Director of Wealth Management, Pinnacle Advisory Group
Skip Massengill, CEO, Chief Education Officer, Founder, Retirement Education Institute

Duration: 
50 minutes (including time allocated for Q&A)

Investments & Wealth Institute® has accepted the MMI NetMeeting - The Boundaries of Financial Advice: When Clients Need More Risk to Reach Their Goals for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Note: 
This NetMeeting is not intended for members of the media.

Please contact MMI with any questions at (646) 868-8500 or events@mminst.org.