![CFA Institute Take 15 Podcast Series (Audio only version) show](https://d3dthqtvwic6y7.cloudfront.net/podcast-covers/000/027/664/small/cfa-institute-take-15-podcast-series-audio-only-version.jpg)
Summary: Zvi Bodie discusses a new starting point for evaluating client needs and approaching wealth management as an exercise in risk management.
Summary: Zvi Bodie discusses a new starting point for evaluating client needs and approaching wealth management as an exercise in risk management.