Financial Planning mentoring with Warren Shute – Session 4

Join multi-award-winning Financial Planner Warren Shute, CFP, as we explore ways in which we can all grow as financial planners.

In this session, we explore how to talk to clients about investment strategy and how to communicate risk.

Discover how Warren conducts his investment process, honed after many years of guiding clients through the market roller coaster.

Some of the key questions we’ll explore in this session include:

• How do you communicate investor risk?
• What’s your portfolio management style?

And much more…!

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