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What will you do if you are not happy with your broker?

on Thu, 06/28/2012 - 13:56

In chatting with a new prospect the other day, I was asked to give my advice on his current portfolio statement. I spent about a day and a half researching his current holdings, trying to figure out what kind of risk he was being exposed to at the moment. It turns out, there were not many tools or software available out there, to help me determine where his portfolio risk fell; most were only able to provide the asset allocation, but not the actual risk.  

Finally, before I met with him again, I was able to find a way to have it all plotted out, with a volatility meter!! :D

I explained to