Ep 337: Becoming An 'Accidental' Entrepreneur When Independence Isn't Chosen But Forced By Circumstance With Danika Waddell
Financial Advisor Success
00:00
How to Create a Custom Investment Portfolio for Your Client
I'm not really doing a whole lot of custom, you know, portfolio design for people. I would say the portfolios are just very, very simple, passive strategy, 100%. It's just not something that I'm trying to differentiate myself in terms of some kind of creative investment strategy. So then two, two piece I'm wondering on that one, like, what are you using for risk tolerance to set that conversation up? We use the risk tolerance questionnaire and precise FP, which is fairly simple,. I mean, I think it's, I don't know, 10 or 12 questions.
Play episode from 01:10:38
Transcript
