Getting Started with Portfolio Optimization
mathworks.com
Getting Started with Portfolio Optimization
Getting Started with Portfolio Optimization
Sep 6, 2017
Portfolio Optimization Strategies
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Comment “PORTFOLIO” to get Detailed Roadmap portfolio tips, tech portfolio, GitHub portfolio, recruiter attention, how to get hired, coding projects, fresher portfolio guide, project ideas, resume improvement, LinkedIn optimization, GitHub README tips, hiring manager tips, job search strategies, software engineer portfolio, data analyst portfolio, automation tester projects, cloud engineer portfolio, python projects, javascript portfolio | DreamSwitch
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Join Jeff Cait, MBA, CFP, CLU, CH.F.C., TEP, as he explores the Diversified Portfolio Approach (DPA™) for life insurance. With decades of experience, Jeff explains why optimization and diversification are crucial for today’s clients. He challenges the traditional product-first sales tactics and promotes a scientific, client-first approach. From guaranteed vs. non-guaranteed policies to product allocation strategies, Jeff provides the tools advisors need to shift from “trust me” to data-driven in
6:07
Join Jeff Cait, MBA, CFP, CLU, CH.F.C., TEP, as he explores the Diversified Portfolio Approach (DPA™) for life insurance. With decades of experience, Jeff explains why optimization and diversification are crucial for today’s clients. He challenges the traditional product-first sales tactics and promotes a scientific, client-first approach. From guaranteed vs. non-guaranteed policies to product allocation strategies, Jeff provides the tools advisors need to shift from “trust me” to data-driven in
FacebookJeff Cait
1.6K views1 month ago
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