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Financial Planning Conversations

Latest Episode

The Five Evolutionary Stages of Risk Profiling

Wednesday, March 22, 2017
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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.
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Advising People With Low Financial Literacy

Wednesday, March 08, 2017
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The low levels of financial literacy among clients pose particular challenges for financial advisors, who must ensure that people are giving their informed consent to the financial plan put before them. In this podcast Paul Resnik explores how advisors can respond to this challenge.
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Clients Want To Dump You - Here's How To Keep Them!

Wednesday, February 22, 2017
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Clients are demanding much more from their financial advisors and wealth managers - and many will dump you if you don't meet their needs! A recent survey of global investors found that around 75% would happily take robo-advice, while another survey reports that as many as 65% of customers are ready to dump their advisor or manager if they don't get what they want. But Paul Resnik, from FinaMetrica, says you can make them stay by adapting to provide advice that recognises and takes into account the person's financial risk tolerance.
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Investment Suitability Hits The Mainstream

Wednesday, February 08, 2017
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Investment suitability is becoming a hot topic in 2017, with a groundswell of voices in the US, UK, Canada, Australia & Hong Kong calling for reform to how advisors address questions of suitability.
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How To Take Risk Tolerance Into Account

Wednesday, January 25, 2017
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A test alone does not satisfy the regulatory requirements to take risk tolerance into account, which requires that the test result be mapped to investment decisions and framed with the client.
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