MoneyGuide and StratiFi: Client Risk & Its Impact on a Financial Plan
On Tuesday, July 29th, 2021, we hosted a live webinar on how the MoneyGuide and StratiFi integration impacts financial planning and risk management. Watching this webinar replay will help you better understand your client’s relationship with risk and what it means to the future of their financial plan.
This webinar focuses on client factors to consider when recommending an asset allocation including investment objectives, time horizons, and risk tolerance. Learn how to leverage MoneyGuide and Stratifi to maximize practice efficiency and client suitability.
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