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Episode 5 – Get Your Clients Comfortable Being Uncomfortable – with Rodrigo Gordillo

Power Your Advice

English - February 10, 2020 19:03 - 12 minutes - 15.4 MB
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Previous Episode: Episode 4 – The Importance of Building Relationships – with Stephanie Patti
Next Episode: Episode 6 – Leveraging Intangible Capital– with Bryce Coward

Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Rodrigo Gordillo, Managing Partner at ReSolve Asset Management, discussing: ReSolve Asset Management’s focus on strategic asset allocation Why it is important to make your clients comfortable being uncomfortable with new asset strategies The importance of expanding your … Continue reading Episode 5 – Get Your Clients Comfortable Being Uncomfortable – with Rodrigo Gordillo →

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