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S1E18 (Relevant) Risk Profiling
Manage episode 433078265 series 3591847
Contenido proporcionado por Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode, Nathan and Jordan tackle the (at-times controversial) risk profile questionnaire.
Where does it come from?
How relevant is the old tick-box questionnaire in a modern advisory practice?
How can it protect clients, and advisers?
And how can advisers take what's often been viewed as a perfunctory exercise in nothingness and make it useful, valuable and interesting for the clients they serve?
As always, Nathan can be reached via advice@nathanfradley.com.au, and Jordan via jordan@planningsolo.com.au.
They're also both very fond of responding to comments, criticisms and diatribes on LinkedIn.
Well, not criticisms...
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