Webinars With Industry Experts

Assessing Your Clients' Tolerance For Investment Risk

Advisors owe a duty to understand each of their clients’ ability to tolerate investment risk and to recommend suitable solutions. You can turn this compliance requirement into a business development opportunity.

At this webinar, you will learn about:

• Latest approaches to risk assessment

• Efficacy of psychometrics

• Key features of a risk tolerance testing system

• Risk profiling and goal-based planning

• Integrating assessments into your business processes

• Using risk assessment with prospects

• Limiting your liability exposure

Geoff Davey is the creator of the FinaMetrica risk profiling system, which has been use in more than 500,000 client profiles since 1998 by 5000 advisers in 20 countries.

Get more than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on replays by registering at Advisors4Advisors.com.


This webinar is eligible for IMCA® CE credit.

Questions?

How and why does the Advisor Products system work?

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