Risk Advice in the Journey of Life | MLC Life Insurance
June 29 @ 12:00 pm - 1:00 pm AEST
Duration: 60 minutes
CPD Area: Client Care & Practice
Financial advice is an ongoing relationship, with maximum value being attained through the provision of continued advice over time. Effective risk management sits at the cornerstone of any sound financial plan – so, how can advisers balance their clients’ appetites for risk with their goals?
This session looks at the importance of financial planning over the long term and keeping clients engaged throughout the journey, from initial positioning to the effective management of ongoing risk.
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