Why use HiddenLevers in every client-facing meeting? There is just no better way to visually demonstrate the investment choices you are making. Visualize risk/reward trade-offs, get their buy-in, and encourage transparency.
Session #2 – Using HiddenLevers with Current Clients, Not Just Prospects
Learn what to do when a client’s risk tolerance doesn’t match their income needs and goals, and how your recommendations will better lead to their desired future.
Don’t just tell your clients, show them WHY.