The Asset Allocator: Your True Preferences
A ThinkAdvisor interview with Professor Shachar Kariv brings some much needed clarity to determining client desires regarding risk vs. return, today vs. tomorrow and legacy matters.This podcast (5:25) shares (and concurs with) Kariv’s view that negotiating trade-offs is key to client self-knowledge and the advisor’s knowledge of the client. I also offer my view of the most difficult of these trade-offs. Learn more about your ad choices. Visit megaphone.fm/adchoices