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.
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Five Trends Driving Financial Advice in 2018
Competition, automated advice and increasing professional standards are among the trends driving your advice business in 2018.
Busting 10 Myths About Risk Tolerance
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?
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
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
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)
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).
Proudly supported by FinaMetrica
The podcast is proudly sponsored by FinaMetrica which, as Fhgfscghbv so rightly highlighted, is a world leader is risk tolerance assessment with customers around the world.
That’s what makes FinaMetrica’s CEO, Paul Resnik, such a fine expert commentator - he has 'hands on’ experience of many different markets, regulations and practices.
Terrible! Shameless product flog
This podcast is run by a business that sells risk profiling tools and shamelessly promotes its products and services repeatedly throughout the podcast.
Incorrect information and biased views on top of that! Wish I could get the little time I spent listening in back!