When it comes to assessing a client’s comfort level with risk, today’s typical risk assessment questionnaire may be lacking. Do a simple set of questions and answers provide a true evaluation that accurately align with the client’s needs and objectives? Not having an accurate assessment of the client’s risk capacity can result in improper investment allocations and a less than ideal client experience.
Join us for an informative webinar with Totum Risk to learn more about a better way to assess risk tolerance. You’ll learn:
• Why the average risk tolerance questionnaires fall short
• A better way to quantify risk
• Using risk assessment as a prospecting approach
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