Beyond Monte Carlo Analysis

Beyond Monte Carlo Analysis

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FPA Journal

December 2007 

Our industry is filled with conflicting information. For both advisors and clients it is almost impossible to sort out “truth” from “fiction”.[/vc_column_text][vc_row_inner][vc_column_inner width=”1/4″][vc_single_image image=”5441″ img_size=”medium” style=”vc_box_border” onclick=”custom_link” img_link_target=”_blank” link=”https://www.cifps.ca/Public/Media/PDF/Conference2008_SpeakerPresentations/D4_Wed_07a_1115am__ShawnBrayman.pdf”][dt_default_button link=”url:https%3A%2F%2Fwww.cifps.ca%2FPublic%2FMedia%2FPDF%2FConference2008_SpeakerPresentations%2FD4_Wed_07a_1115am__ShawnBrayman.pdf||target:%20_blank|”]DOWNLOAD PDF[/dt_default_button][/vc_column_inner][vc_column_inner width=”3/4″][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row]

I have been using FinaMetrica for over 17 years for onboarding new clients. They like the extensive value of the reports; but what we appreciate is the innovations in technology, the value of the client-facing materials and the development of the life-long client relationships as I get to really know their behavioral tendencies. FinaMetrica has assisted me in building a very successful practice and we highly recommend it for any advisor who wants to enhance the overall value of their client relationships.

Ron Wilkinson - Portland, Oregon, USA
Ron Wilkinson - Portland, Oregon, USA