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Share Ep 7 – Rory Percival - the highly influential ex regulator, speaker, and consultant joins Abraham to take a deep dive into capacity for loss. Listen to it here…
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Ep 7 – Rory Percival - the highly influential ex regulator, speaker, and consultant joins Abraham to take a deep dive into capacity for loss. Listen to it here…
Abraham talks capacity for loss with the renowned Rory Percival:
- Rory takes us back to when he joined the financial services, providing insight into his vast experience.
- They talk about Rory’s responsibility for introducing 'Capacity for Loss' into financial adviser lexicon and why this is has become a mandatory requirement for advisers.
- They explore the assumptions and issues associated with ‘Capacity for Loss’.
- Rory shares his explanation on the Income Pyramid and how the DBAAT framework approaches this.
- And they look at Rory’s investment strategy for his own retirement money and his plans for the future
View all episodes
By Abraham OkusanyaAbraham talks capacity for loss with the renowned Rory Percival:
- Rory takes us back to when he joined the financial services, providing insight into his vast experience.
- They talk about Rory’s responsibility for introducing 'Capacity for Loss' into financial adviser lexicon and why this is has become a mandatory requirement for advisers.
- They explore the assumptions and issues associated with ‘Capacity for Loss’.
- Rory shares his explanation on the Income Pyramid and how the DBAAT framework approaches this.
- And they look at Rory’s investment strategy for his own retirement money and his plans for the future
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