FinaMetrica Panel Discussion
FPA Experience 2012, San Antonio
There are many different aspects to FinaMetrica. At the FPA Experience annual convention in San Antonio in 2012 we gathered six prominent financial planning figures to provide a variety of perspectives:
Why FinaMetrica’s scientific robustness makes it the clear market leader.
How leading financial planning schools use FinaMetrica for education and research.
Why a leading advisory firm chose FinaMetrica.
How that firm uses FinaMetrica to improve advice and gain a competitive advantage.
Why clients appreciate FinaMetrica’s risk profiling system.
How using FinaMetrica enabled a smooth passage through the 2007/9 market turmoil.
Why FinaMetrica aids the systemisation of practice procedures.
FinaMetrica cofounder Paul Resnik highlights why the FinaMetrica risk profiling system is the logical choice for advisory firms: independent, international, four years development, 14 years experience and ongoing quality control, 500,000+ tests, university links and rigorous professional standards. 1 min.
More from Paul Resnik
Paul Resnik talks about solutions to three critical challenges currently facing advisory firms.
Avoiding Analysis to Paralysis on the move to client-centric advice. 1 min.
An internationally applicable 5 Proofs checklist to test if your investment advising process coherently leads to the client's informed consent. 2 min.
The ADAPT planning process helps with client engagement, links risk tolerance to asset allocations and reduces the likelihood of investment performance surprises. 2 min.
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