TALK: How to Boss Capacity For Loss
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.