Choosing a Risk Score and Proposal System

We often get questions from advisors regarding Risk Scoring, proposals, benchmarks, etc., and it’s certainly been in the news a lot lately.  Like many things in our industry (and life) there are no silver bullets or perfect answers, but what we do have? Experience. Join our CIO Manish Khatta as he shares:What we’ve usedWhy we jump aroundHow we built our ideal solutionMake sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple PodcastsLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://blog.potomacfund.com/Disclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

Episode metadata supplied by the publisher feed · Published Jun 1, 2021

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Choosing a Risk Score and Proposal System

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