Video: Talking to clients about performance

No client likes to see red on the monthly statements. More often than not, this will derail any real conversation. Is there a better way to report performance that allows clients to see the current status of their account while keeping an eye to the future?

Live from Wealth/Stack earlier this year in Arizona in a keynote address, Daniel Egan, Director of Behavioural Finance and Investing, Betterment discussed exactly this.