AdvisingTools' Educational content
Browse our free database of educational content specifically designed for financial advisors, investment consultants,
private bankers, portfolio managers and investment specialists.
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Client risk profiling
Learn how to understand and measure client risk tolerance. Get a stunning ready to use risk profiling questionnaire with its scoring system. Get insights of market best practices for financial advisers and private bankers
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Do-it-yourself vs financial advisory
Discover the top five mistakes that a do-it-yourself investor typically makes. Then learn how you can help him avoiding all of them
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Client Retention Strategy
One of the most common concerns among financial advisors is how to retain their customer base during periods of market turbulence.
In this brief paper we suggest few strategies aimed at retaining our customers, building trust and, incidentally turning risks into opportunities and getting new clients.
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Increase your customer base
Converting prospects client into actual customer is one of the hardest job
one can imagine. It is proven that a new customer costs almost six fold the
effort needed to retain an existing one. In this article we are focusing on tools rather than techniques or strategies and our question is: what are the most effective tools for prospect's conversion?
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How much stable is correlation?
While it is commonly recognized that returns and volatilities always change over time, this is not the case for correlations. In this white paper we discuss and demonstrate that past correlations are far less predictive of future ones in comparison to financial returns or volatilities. We also show how big it can be the impact of using different correlations in a portfolio optimization process.
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Quantitative Asset Allocation course
A 6-weeks free online course on quantitative asset allocation. You'll receive one lesson per week upon registration.
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