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Financial Planning Conversations is a podcast about good financial advice and investment suitability. It is brought to you by FinaMetrica - a global leader in investment suitability and risk tolerance assessment tools. For more information on how FinaMetrica can help grow your business go to www.riskprofiling.com. You can contact Paul directly: Email: [email protected] Twitter: @paulresnik
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Five Trends Driving Financial Advice in 2018
25:06
25:06
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25:06
Competition, automated advice and increasing professional standards are among the trends driving your advice business in 2018.By Paul Resnik
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Many people think they understand risk tolerance, but often they have fallen prey to one of the 10 myths that stalk this frequently misunderstood area. This podcast busts those myths to set the record straight.By Paul Resnik
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The biggest drivers of trust in financial advisors are relationship factors, such as advocating for the client and acting in their best interest. So, can a robo advisor be programmed to create trust in similar ways?By Paul Resnik
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What creates trust between financial advisors and their clients? What can damage that trust? And why does trust matter anyway? This podcast has the answers, thanks to new research.By Paul Resnik
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Investment Suitability Workshop Preview - London Nov 1
22:05
22:05
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22:05
Investment suitability is emerging as a critical issue for financial advice firms. This podcast previews a workshop being held in London on 1 November, where experts will explore the competitive challenges and opportunities. Grab a free ticket at https://www.eventbrite.co.uk/e/whats-happening-with-suitability-out-there-tickets-38620681498?aff=es2…
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1
The Behaviour Of Individual Investors (Re-Broadcast)
22:42
22:42
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22:42
Individual investors make common mistakes that cause them to buy the wrong stocks, trade them too often and underperform the index benchmarks.(First broadcast 24th February 2016).By Paul Resnik
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Comparative reviews of risk tolerance tests in the UK and US show that FinaMetrica is a clear 'best-of-breed' choice, with a solid scientific base and more than one million client profiles completed.By Paul Resnik
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