Getting an accurate assessment of a client's risk tolerance

Webinar
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Summary

Larry Shumbres, CEO of Totum Risk, shares a better way to assess a client’s risk tolerance and effective ways to use risk assessment as a prospecting tool.

Speakers

Larry Shumbres Headshot
Larry Shumbres
CEO, Totum Risk

Larry Shumbres is the CEO of Totum Risk. He brings over 20 years of fintech experience working for companies such as NYLife, IBM, Charles Schwab, and Morningstar. Larry’s a financial tech innovator and disruptor with a mission to help investors and advisors appropriately invest their hard-earned assets to meet their financial goals.