Dispel Doubts by Explaining 'How Things Work'

Apr 22, 2009 / By William F. Nicklin
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Our veteran advisor shows us how he explains his hedging strategy to clients. His explanation includes the details of intrinsic value and the time-and-volatility premium, plus tax implications to share with CPAs. Communication at this level helps reduce client uncertainty and cuts down on the amount of one-on-one time they require.

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