The Real Value of Risk Questionnaires
Conversations with Geoff Davey of FinaMetrica and Steve Atkinson of Loring Ward reveal the relationship-building value of client risk assessments.
Markets May Be Volatile, but Risk Tolerance Isn’t, Pt. 2
A key point from FinaMetrica's research: investors are ultimately driven by two factors: their risk tolerance and their risk perception. Advisors' challenge: managing clients fluctuating risk (mis-)perceptions.
Fixing the 3 Top Mistakes Advisors Tend to Make With Their Clients
Are you enabling your clients to focus on the wrong measures of satisfaction with you and what you offer them? Three common mistakes, and how to ameliorate them for your benefit and your clients'.
The Faces of Risk
People often think of risk as a negative, but risk tolerance is a balance point between too much risk and not enough risk.
When a Client Is of Two Minds on Risk
Client risk tolerance is probably the single most difficult factor for a financial professional to measure and address.
Leads, Leads, Leads! Then Understanding Clients...
Do commercial lead-providers work? And a confession from our intrepid advisor on understanding clients both qualitatively and quantitatively
Chicken or Egg? Risk Tolerance as a Driver of Financial Success
Risk tolerance correlates positively with income and wealth, but does it indicate causation?
Assessing Clients’ Risk Tolerance Now With Geoff Davey of FinaMetrica: Weekend Interview
A leader in using psychometrics to assess clients’ risk profiles suggests what advisors should be telling clients now. Hint: It’s what they should always be saying.
FinaMetrica’s Got Research: Assessing Risk Tolerance
Geoff Davey, co-founder of Sydney, Australia-based FinaMetrica, has been traveling the globe for the past month, and, after the FPA's conference in Denver, will trek back home to Sydney.
At FPA Denver, Defining Advisor Value and Rebuilding Trust
An all-star panel of industry personalities gathered at the FPA annual conference on Sunday for a frank discussion of how new fiduciary standards might impact the advisor industry and day-to-day business.