How COVID-19 Changed the Risk-Tolerance Discussion Forever
Tuesday, July 28, 2020
2:00 PM EDT | 11:00 AM PDT
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Now more than ever, investors are looking to their advisors for reassurance and a plan for the future. And in order to create that plan, advisors MUST be able to correctly assess a client’s risk tolerance.
In addition, advisors need to be able to communicate that plan effectively and consistently, all while managing their client’s fears and concerns.
Because of this, advisors’ coaching skills are more important than ever. Helping clients understand and manage risk can be tricky, but with direct conversations, along with technology tools that help capture, access and monitor risk tolerance, new client engagement opportunities and better outcomes emerge.
Join us on this informative webcast that will provide you with best practices on engaging clients, in the ever important risk tolerance discussion.
Kerry Ryan, CPWA®
Director, Global Go to Market, Wealth & Asset Management
In her role at Salesforce, Kerry works closely with Sales, Marketing, Customer Success, Enablement, Product & Innovation teams to support the digital transformation and business growth of both wealth and asset management firms globally.
Before joining Salesforce, Kerry was Head of Digital Strategy for Foresters Financial’s North American Asset Management broker/dealer, retirement and investment management businesses. Prior to Foresters Financial, Kerry was Head of Digital Experience at Legg Mason, where she was responsible for the firm’s web, social media, search and mobile initiatives. Previously, Kerry led program management for Legg Mason’s industry-recognized practice management and education offering, The Advisor Partnership Program, which featured a curriculum designed to help financial intermediaries effectively leverage technology to accomplish business objectives.
Kerry is a holder of the Certified Private Wealth Advisor designation, administered by the Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business.
Chief Executive Officer
ATA RiskStation, LLC
Aladin Abughazaleh has been involved in the Alternative Investments industry since 1983. From 1985 until 2000, Aladin ran his own investment firm that specialized in allocating both proprietary and investor capital to commodity trading advisors, option traders and hedge funds and overseeing risk in those portfolios. In 1997, Aladin spun out his firm’s back and middle office technology groups into a new service provider called LAMP Technologies which he ultimately sold to the Bank of New York in 2008.
In 2010, Aladin retired to manage his family’s proprietary capital and developed the required technologies to support the risk oversight process. This proprietary risk infrastructure was later deployed as a cloud-based offering to serve wealth managers like broker dealers and RIAs, investment managers like hedge funds and mutual funds and institutional investors like pensions, endowments and foundations. For broker dealers, the ability to confirm on a daily basis that the CURRENT embedded client portfolio risks are actually aligned with CURRENT client risk tolerances could be a game-changer in light of the new SEC Best Interest rules.
Aladin holds a bachelor’s degree in business from Southern Methodist University and an MBA from the University of Dallas.
CEO and Founder
Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.