Sign up for our free 5 week email course on how you should be assessing and utilising your client's risk scores
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:
Via a risk tolerance survey or other means find an initial estimate of your client's comfort portfolio.
Find the overlap between the comfort, required and affordable portfolio to determine their optimal portfolio.
Using risk estimates verify that your client finds the optimal portfolio comfortable for informed consent.
Ask clients to attest to their understanding and agreement with their financial plan and document this.
Sign up for our free 5 week course on how you should be assessing and utilising your client's risk scores