I wanted to share some feedback on the Video of the Month, "Risk Tolerance: What’s Your Style?", and on future videos as well. This video could benefit from a call to action, such as “call your advisor,” or a link to a survey that helps viewers determine their risk tolerance. We even received a contact form from a prospective client asking if there was a video she could watch to find out her type.
Created by Arnel Salazar
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