Asset Allocation Explained: Innovative Strategies for Managing Client Expectations

Rediscover an essential concept to investment success that has long been overlooked: asset allocation. Join leading investment advisor and top wealth manager, Michael Kresh CFP â in his new thought provoking and highly entertaining presentation, “Asset Allocation Explained: Innovative strategies for managing client expectations”. Gain straightforward insight into the steps essential to involving clients in the asset allocation process. As Kresh acknowledges, it's a dynamic new investment world that requires a new style of diversification to help clients better understand – and appreciate – the role that an advisor plays in achieving their investment goals. Kresh goes on to explain the essential strategies and concepts of asset allocation such as: - The role, functions, and goal of asset allocation - The basic concepts of the Modern Portfolio Theory – alpha, beta, and R-squared - The critical role that Investment Policy Statements play in your role as advisor - Understanding the impact of timing vs. time horizon - Using software to determine correlations and how to interpret the data into a way clients will understand - Utilizing asset allocation within a variable and non-variable product - The risks, traps, and pitfalls related with asset allocation and so much more! You'll benefit by learning the effective means essential to accurately conveying the need for asset allocation to your clients.