Webinar with Kwanti: How Financial Advisors Can Combat Concentration Risk in the Markets, with John O’Connell and Patric Glassell
In this webinar replay, John O’Connell, CEO of The Oasis Group, and Patric Glassell, Chief Growth Officer of Kwanti, discuss how to analyze the concentration risk in the markets, strategies that advisors should consider to protect client portfolios, how to proactively have conversations with clients about market uncertainty, how to sift through the myriad of advisor software to select solutions that can best assist in portfolio construction or rebalancing, and more.
