by Krisan Marotta | Nov 30, 2015 | KBO, Performance
If you’re losing clients like you’ve never lost before, you may be part of a trend I’ve observed. I’ve seen more client drops among my managers in 2015 than in the last 5 years combined. Even my managers with a near perfect client retention...
by Krisan Marotta | Oct 5, 2011 | KBO, Reporting
September 2011 ended the worst quarter in terms of performance returns since I started working with PortfolioCenter in 1992. What PortfolioCenter reports could you send your clients to explain that while their portfolios are down, the drop does not necessarily...
