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Category : Compliance
Scientifically validated tool for assessing financial risk tolerance
Engaged clients remain with their planners longer and generally offer more qualified referrals.
An easy and effective method of engaging clients and building trust is by a thorough understanding of their unique financial risk tolerances.
FinaMetrica's comprehensive financial risk tolerance test gives reliable in-depth insight into your clients' financial attitudes, values, motivations, preferences and experiences. By making risk tolerance explicit and understandable, clients are more confident of the advice and committed to the planning process.