Best Practice Risk Profiling

Sign up for our free 5 week email course on how you should be assessing and utilising your client's risk scores

Best Practice

Risk profiling is more than just a survey. In this e-course, we show you the 4 steps to robust risk profiling and how you can leverage this to build trust and win clients. In brief the steps are:

01.

Risk Profile

Via a risk tolerance survey or other means find an initial estimate of your client's comfort portfolio.

02.

Form Advice

Find the overlap between the comfort, required and affordable portfolio to determine their optimal portfolio.

03.

Verify Advice

Using risk estimates verify that your client finds the optimal portfolio comfortable for informed consent.

04.

Sign Off

Ask clients to attest to their understanding and agreement with their financial plan and document this.

Risk assessment best practices e-course

Sign up for our free 5 week course on how you should be assessing and utilising your client's risk scores

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