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Financial Planning Conversations

Latest Episode

Your Clients Are Preparing To Dump You - Here's How To Make Them Stay!

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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Auditing Risk Profiling Systems

Wednesday, January 11, 2017
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Recent audits of 'in-house' risk profiling systems have revealed that most are poorly constructed and lack integrity and validity. In this podcast the auditor explains the problems he found.
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Episode 37: 2016 Year in Review

Wednesday, December 14, 2016
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Paul Resnik discusses the news, events and trends that shaped financial services in 2016 including the rise of robo advisors and the shock political events in the United States and UK.
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