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S1E18 (Relevant) Risk Profiling
Manage episode 433078265 series 3591847
Innhold levert av Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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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