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Rebalancing your investment portfolio

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This video explains the principle of rebalancing and why it is crucial for investors to understand this important concept.

Any Adviser Firm that helps clients with rebalancing their portfolios will be able to use this explanation as it provides an overview, rather than any particular method.

This is another part of our educational series which aims to provide a clear outline of why rebalancing is necessary and how investors can work with you to make sure this is taking place within their structures.

The video covers the basic top-level reason why, plus how this helps with maintaining the diversification required at the appropriate risk level.

It can be used to reinforce messages of your expertise and support to your existing clients and a call to action for new referrals or prospects.

As per all the videos one of the aims of making this available to your audience is to showcase your skills and to reflect positively on your brand.

To see the video and to learn how to get a copy that you can use on your website, in presentations, on social media, face-to-face and via email – please complete the short form above and we will send you everything you need.