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All > Partner Webinars > Interview with JR Rieger: How to balance growth with the need for income?

Interview with JR Rieger: How to balance growth with the need for income?

JR Rieger interviews StratiFi CEO Akhil Lodha, and discusses how StratiFi’s PRISM Rating™ technology is used to monitoring all types of risk in client portfolios. There are certain types of risk we want to take, and certain types we don’t want to take. Risk tends to be absent from advisor-client conversations as an ongoing assessment. What makes risk more complex is how to take the concepts of risk and make it understandable to the clients.