In this episode, Nathan and Jordan tackle the (at-times controversial) risk profile questionnaire.

Where does it come from?

How relevant is the old tick-box questionnaire in a modern advisory practice?

How can it protect clients, and advisers?

And how can advisers take what's often been viewed as a perfunctory exercise in nothingness and make it useful, valuable and interesting for the clients they serve?

As always, Nathan can be reached via [email protected], and Jordan via [email protected]. 

They're also both very fond of responding to comments, criticisms and diatribes on LinkedIn. 

Well, not criticisms...