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After watching their portfolios wither away, clients may be exhibiting classic signs of flight-and-fright syndrome. Renew their fascination with the market by giving them an active role in the managed money process.
Preparing a risk budget can help clients understand how much they're "paying" for their returns—and can help you decide whether their portfolios are allocated optimally.
Some initial client meetings can be rocky as you ask a series of personal, intrusive questions about finances. You can smooth these early planning sessions and ease later data collecting by listening to your clients first.
Standard deviation and beta aren't really good measures of an investor's risk tolerance. So why do we insist that they are?
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