Audio Visual

 

Dealing with Risk: Scott Wenger, Editorial Director, Financial Planning magazine, interviews FinaMetrica cofounder, Geoff Davey.

Part I: Risk required, risk capacity and risk tolerance.
Part II: Changing perception and definition of risk.

   

Shawn Brayman, PlanPlus President, and Geoff Davey, FinaMetrica Cofounder, vitual seminar on "Getting Risk Tolerance Right". Learn about the science of risk tolerance testing, the role of risk tolerance in the financial planning process and how best to use FinaMetrica in PlanPlus Planit to achieve marketing, relationship-building, servicing and compliance benefits.

   

FSA Guidance on Suitability: How to manage it. Paul Resnik's UK presentation, May/June 2011 (1.3mb).

FinaMetrica's psychometric risk profiling methodology has now been fully integrated with the Voyant Adviser financial planning platform, providing advisers and wealth management groups with immediate access to a well tested, sophisticated and scalable enterprise solution.

Paul Resnik discusses how independent financial advisers use FinaMetrica.

What FinaMetrica delivers to advisers.

Paul Resnik describes a typical FinaMetrica subscriber.

Best Practice in Financial Services - Marie Swift Interviews FinaMetrica Cofounder Geoff Davey. Hear how FinaMetrica can help you enrich your relationship with your clients by properly assessing their risk tolerance with a sound psychometric tool (MP3, 23 mins, 5mb).