The Risks That Financial Professionals Are Not Pricing into Client Portfolios

It’s easy to track quantifiable metrics, but measuring your clients’ declining health and how that can impact your firm requires nuance
By
Chris Heye, Ph.D.

Journal of Financial Planning: July 2025

 

Chris Heye, Ph.D., is founder and  CEO of Whealthcare Planning and Whealthcare Solutions. 

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Journal: July 2025

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