Protect Your Clients from Market Volatility

Protect Your Clients from Market Volatility

The American College of Financial Services
Clarity 2 Prosperity
October 24, 2019

One of the primary and most important functions of financial advisors is to counsel their clients on staying the course with the investments that are best suited to their long-term financial goals. It can be hard to be sure that your client will be comfortable with and accept your recommendations. How can you help them withstand the natural ebb and flow of the market over the years? These days the ride is even more turbulent than ever before. This is where a Volatility Tolerance Analysis can be an invaluable tool for both advisor and client.

According to Wade Pfau, Ph.D., CFA, Professor of Retirement Income, RICP® Program Director, and Co-director of The American College New York Life Center for Retirement Income, measuring your client’s volatility tolerance is valuable for clients of any demographic and it becomes a larger issue post-retirement.

Learn more about the risks that retirees face as enter retirement here.

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Baby Boomers are retiring at an unprecedented rate, meaning that more and more Americans are facing the challenge of using their investments to maintain their quality of life. For them, the usual investment advice no longer applies. They need the unique strategies you can learn through the three-course Retirement Income Certified Professional® (RICP®) designation program. Help your clients thrive while growing your career.

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