TALK: How to Boss Capacity For Loss

27/08/2021

Online

11:00 am

Capacity for loss. What is it? How do you assess it? What do you do with the assessment data? This is often an area that advisers struggle to make client-friendly. All too often, we see advisers telling clients that they have a ‘low/medium/high’ capacity for loss – but how often do clients understand exactly what this means?

In this webinar we delved deep into capacity for loss – providing you with some top tips to implement back in the office.