Podknife - How Do Advisors Deal With Concentrated Stock Positions? [Episode 93] by The Perfect RIA

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How Do Advisors Deal With Concentrated Stock Positions? [Episode 93]

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Nov 02, 2020
Episode Duration |: 00:31:36

What do you do if a client puts almost their entire net worth in one stock? Today Matt and Micah answer a question from an advisor who is dealing with this very situation. Listen in as the guys discuss the importance of how you set expectations with your clients and what you need to do in order to navigate more complex situations.

You can find show notes and more information by clicking here: https://bit.ly/2HdsjdN

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