Understand and contextualize opportunities at risk for your clients.
In this episode, Ray & Amy welcome David Reid. Dave is an expert in finance, real estate investment, and strategic planning.
In their conversation, Dave shares his thoughts on how to better understand and contextualize opportunities and risk – something he is passionate about and works with his clients on every day.
Want to learn more about how you can use Dave’s methodology to approach risk more intentionally?
Download his article Serious Planning Opportunistic Risk. Written as a companion piece to this podcast, Dave shares his:
- Approach to Opportunistic Risk
- Questions to Consider When Thinking About Opportunistic Risk
- 8 Step Assessing Risk Framework
Enter your information below to download your copy!