Financial Planning Conversations

Paul Resnik
  • 3.5（2則評分）
  • 商業
Financial Planning Conversations

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

集數

  1. Five Trends Driving Financial Advice in 2018

    2017/12/13

    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 分鐘
  2. Busting 10 Myths About Risk Tolerance

    2017/11/29

    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 分鐘
  3. Can a Robo Advisor Be Trustworthy?

    2017/11/15

    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 分鐘
  4. Why People Trust Financial Advisors

    2017/11/01

    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 分鐘
  5. Investment Suitability Workshop Preview - London Nov 1

    2017/10/18

    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 分鐘
  6. The Behaviour Of Individual Investors (Re-Broadcast)

    2017/10/04

    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 分鐘
  7. Risk Tolerance Shootout - What We Learn

    2017/09/20

    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 分鐘
  • 共 7 集

評分與評論

3.5
（滿分 5 顆星）
2 則評分

簡介

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

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