Click above to learn how the BetaVest Client Education Module helps establish realistic client expectations and enhance the client/advisor relationship. (Flash Player Required)
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Client Education Module (CEM) Presentation Tool
Our multimedia presentation "Understanding the Reality of Your Financial Future" has been described as one
of the biggest eye-openers that clients (as well as many financial professionals) have ever seen. It illustrates concepts that every client MUST intuitively understand. 
The Components of the Finanacial Professional/Client Relationship
Estalishes each party's responsibilities and identifies factors that impact outcome. This concept can be used to manange expectations at the start of a relationship and can serve as an important tool in dealing with investment decisions throughout the lifetime of a client.
Retirement Success
What is an acceptable level of client success? How much money should a client have when they die? These questions are answered by explaining the multiple levels of success that might occur. It helps to establish and manage client expectations regarding success.
Sequence of Return
This is one of the most difficult concepts for clients to grasp. This section clarifies the difference between investment return and investor return. It reveals the flaw in using averages to make investment decisions.-
Asset Allocation and Probability of Success
Here, we challenge the commonly accepted myth that you should decrease the amount of equity exposure in your portfolio as you near retirement. We evaluate portfolios with all stock and all bond allocations for the same historical periods and compare the longevity of the principal.