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Financial Planning Conversations

Latest Episode

How To Deal With The Coming Crash

Wednesday, April 19, 2017
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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.
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Current Problems With Risk Profiling

Wednesday, April 05, 2017
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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.
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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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