The Asset Allocator: Your True Preferences

What this episode covers

A ThinkAdvisor interview with Professor Shachar Kariv brings some much needed clarity to determining client desires regarding risk vs. return, today vs. tomorrow and legacy matters.This podcast (5:25) shares (and concurs with) Kariv’s view that negotiating trade-offs is key to client self-knowledge and the advisor’s knowledge of the client. I also offer my view of the most difficult of these trade-offs.Learn more about your ad choices. Visit megaphone.fm/adchoices

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Frequently Asked Questions

How long is this episode of SA For FAs?

This episode is 5 minutes long.

When was this SA For FAs episode published?

This episode was published on September 24, 2019.

What is this episode about?

A ThinkAdvisor interview with Professor Shachar Kariv brings some much needed clarity to determining client desires regarding risk vs. return, today vs. tomorrow and legacy matters.This podcast (5:25) shares (and concurs with) Kariv’s view that...

Can I download this SA For FAs episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.