Find out more about our cookies.

Financial Planning Conversations

Latest Episode

Five Things An Advisor Must Prove (Rebroadcast)

Wednesday, May 17, 2017
View in iTunes
Financial advisors who claim to give good advice must be able to prove these five critical things. (First broadcast: May 2016)
View Comments

How To Reduce The Costs Of Client Calls

Wednesday, May 03, 2017
View in iTunes
Poor investment suitability is the cause of tens of thousands of phone calls from anxious investors, which cost the financial services industry millions of dollars to answer. But fixing the investment suitability problem can dramatically reduce those costs.
View Comments

How To Deal With The Coming Crash

Wednesday, April 19, 2017
View in iTunes
The next market crash is coming, but advisors can prepare their clients so they keep their cool and remain invested. This podcast explains how to frame and manage clients' expectations of market volatility.
View Comments

Current Problems With Risk Profiling

Wednesday, April 05, 2017
View in iTunes
There is no common standard in risk tolerance profiling, leading to confusion for those seeking a robust profiling solution. This podcast discusses three common problems with profilers - no basis for their construction; the flawed combining of risk tolerance with risk capacity and the co-opting of prospect theory for risk tolerance.
View Comments

The Five Evolutionary Stages of Risk Profiling

Wednesday, March 22, 2017
View in iTunes
Risk profiling has gone through five evolutionary stages from its small beginnings in the 1980s to its central part in financial planning today. This podcast charts that history and looks forward to the next stage, which has already begun to emerge.
View Comments

Subscribe to FinaMetrica

  • Deepen your client relationships.
  • Obtain informed consent.
  • See your business grow.

Complimentary Trial

  • Full system access and support.
  • No obligation, 30-day free account.
  • Test yourself and your clients.