It’s Time to Robo-Proof Your Business Model
Planning businesses have to understand their positioning and pricing in comparison to others and how they can improve their situation.
10 Myths About Risk Tolerance and How to Accurately Measure It
There are many myths about risk tolerance and how it can be applied in financial planning. Two authors from FinaMetrica clear up the confusion.
Advising Couples Who Disagree on Risk Tolerance
Financial advisors must measure the risk tolerance of both partners and must not ignore the needs of the less risk-tolerant partner, usually the woman.
10 Building Blocks for a Great Financial Planning Practice
From a FinaMetrica co-founder, here's one of the 10: Never treat couples as one entity. Respect for individuality is the heart of great financial advice.