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22:51

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Financial Planning Conversations

by Paul Resnik

Financial Planning Conversations is a podcast about good financial advice and investment suitability. It is brought to you by FinaMetrica - a global leader in investment suitability and risk tolerance assessment tools. For more information on how FinaMetrica can help grow your business go to www.riskprofiling.com. You can contact Paul directly: Email: [email protected] Twitter: @paulresnik

Episodes

Five Trends Driving Financial Advice in 2018

25m · Published 13 Dec 00:00

Competition, automated advice and increasing professional standards are among the trends driving your advice business in 2018.

Busting 10 Myths About Risk Tolerance

23m · Published 29 Nov 00:00

Many people think they understand risk tolerance, but often they have fallen prey to one of the 10 myths that stalk this frequently misunderstood area. This podcast busts those myths to set the record straight.

Can a Robo Advisor Be Trustworthy?

23m · Published 15 Nov 00:00

The biggest drivers of trust in financial advisors are relationship factors, such as advocating for the client and acting in their best interest. So, can a robo advisor be programmed to create trust in similar ways?

Why People Trust Financial Advisors

23m · Published 01 Nov 00:00

What creates trust between financial advisors and their clients? What can damage that trust? And why does trust matter anyway? This podcast has the answers, thanks to new research.

Investment Suitability Workshop Preview - London Nov 1

22m · Published 18 Oct 00:00

Investment suitability is emerging as a critical issue for financial advice firms. This podcast previews a workshop being held in London on 1 November, where experts will explore the competitive challenges and opportunities. Grab a free ticket at https://www.eventbrite.co.uk/e/whats-happening-with-suitability-out-there-tickets-38620681498?aff=es2

The Behaviour Of Individual Investors (Re-Broadcast)

22m · Published 04 Oct 00:00

Individual investors make common mistakes that cause them to buy the wrong stocks, trade them too often and underperform the index benchmarks.(First broadcast 24th February 2016).

Risk Tolerance Shootout - What We Learn

20m · Published 20 Sep 00:00

Comparative reviews of risk tolerance tests in the UK and US show that FinaMetrica is a clear 'best-of-breed' choice, with a solid scientific base and more than one million client profiles completed.

Financial Planning Conversations has 7 episodes in total of non- explicit content. Total playtime is 2:39:59. The language of the podcast is English. This podcast has been added on August 25th 2022. It might contain more episodes than the ones shown here. It was last updated on April 5th, 2024 10:16.