How to help your clients look beyond cash | Advisers' Lodge

Описание к видео How to help your clients look beyond cash | Advisers' Lodge

With deposit rates starting to fall, Yvonne Lim, Associate Wealth Advisory Director and Certified Financial Planner with Financial Alliance, shares her top tips on how to convince clients to shift out of cash and into investments.

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6:35 – Encouraging risk-averse clients to invest
11:23 – Finding a balance between risk and reward
15:50 – Yvonne's success story

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