On Friday, February 3, 2017, Beacon Pointe Wealth Advisors’ very own Bruce Meyer (Senior Managing Director, Partner of BPWA-AZ) sat with two other veteran advisors on TD Ameritrade’s interactive panel discussion entitled, “Managing Your Clients, Business, and Portfolios in an Uncertain Environment.”
For portfolio managers, possible volatility and risk management remain a high priority question from clients – whether it was 2016 nerves on the election, possible global growth slowdown, oil prices… volatility abounds.
Pertinent conversation topics in this panel included sharing insight on:
- How advisors are evolving and adapting their approaches to create better client outcomes
- How to best create sustained business growth
- Best practices and lessons learned on and within managing teams
- Clients, investments and portfolio management in an unpredictable market
As a firm, Beacon Pointe always strives to be on the forefront of the changing marketing environment, doing our absolutely best to empower our clients with the ability to accomplish their life and legacy goals.