Conversation starter – Build a better risk profile

Need to break the ice with clients about building a better risk profile?

If you have clients who may have overstated their tolerance for risk, ask them, “Are you truly comfortable with your portfolio?” Depending on the answer, you may have to re-balance their investments. Look out for the overconfident—they may also have a low risk tolerance, but imagine you can beat the system for them.

You can also email them this article, or send it to them on Twitter or LinkedIn.