Financial Planning Conversations

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

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.

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?

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 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

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).

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.