Assessing and Evaluating A Client’s Financial Risk Profile: Lessons from the Lab
11:30 AM - 12:45 PM
This presentation is intended to provide financial planner attendees with relevant and timely information about risk profiling methods. The presentation provides insights from risk research conducted in the Financial Planning Performance Lab. Attendees will gain insights into the curious use of risk profiling terms, how financial planners worldwide create client risk profiles, and what tools provide the best link between theory and practice.