Financial Planning Conversations

Paul Resnik

3,5 (2)
AFFAIRES

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: paul.resnik@finametrica.com Twitter: @paulresnik

13/12/2017

Five Trends Driving Financial Advice in 2018

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

25 min
29/11/2017

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.

24 min
15/11/2017

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?

23 min
01/11/2017

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.

23 min
18/10/2017

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

22 min
04/10/2017

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).

23 min
20/09/2017

Risk Tolerance Shootout - What We Learn

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.

20 min

7 épisodes

3,5

sur 5

2 notes

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: paul.resnik@finametrica.com Twitter: @paulresnik

Création

Paul Resnik
Années d’activité

2015 - 2017
Épisodes

7
Classification

Tous publics
Site web de l’émission

Financial Planning Conversations

Financial Planning Conversations

Épisodes

Five Trends Driving Financial Advice in 2018

Busting 10 Myths About Risk Tolerance

Can a Robo Advisor Be Trustworthy?

Why People Trust Financial Advisors

Investment Suitability Workshop Preview - London Nov 1

The Behaviour Of Individual Investors (Re-Broadcast)

Risk Tolerance Shootout - What We Learn

Notes et avis

À propos

Informations