Engaged clients remain with their planners longer and generally offer qualified referrals.
An easy and effective method of engaging clients and building trust is by a thorough understanding of their unique financial risk tolerance.
FinaMetrica's comprehensive financial risk tolerance test gives reliable in-depth insight into your clients' financial attitudes, values, motivations, preferences and experiences. By making risk tolerance explicit and understandable, clients are more confident of the advice and committed to the planning process.
A range of benefits for advisers & clients.
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It's low cost, in plain English and is very user friendly.
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Point-of-difference in marketing.
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Improved quality of advice.
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Enhanced regulatory and common law compliance.
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Improved clients' understanding of financial risk and themselves.
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Confidence from using an independent, expert third-party psychometric tool.
For a complete list of benefits see
FinaMetrica's Benefits for ...
Read more about what a scientific risk profiler actually does ...
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FinaMetrica is being used by leading advisers and private banks and brokers around the world, including the US, UK & Australia.
To date more than 300,000 FinaMetrica Risk Profiles have been completed.
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"I believe that FinaMetrica is a world leader in the development of fundamentally sound, yet practical tools that enable practitioners to address the single most important factor in guiding clients towards a successful investment program - their personal risk profile."
Harold Evensky CFP AIF
Evensky & Katz Wealth Management
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"FinaMetrica is particularly helpful in identifying different attitudes to investment risk and loss between spouses. We now routinely quote in Minutes of client meetings some of the answers given to FinaMetrica questions."
Paul Etheridge MBE CFP
Chairman of The Prestwood Group of Companies
President of the Institute of Financial Planning 1986-96 |
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"I’ve used FinaMetrica as part of my risk management armoury since the early pilot trials in the late 1990s and now have over 500 client risk profiles on the system. I have not only used and relied on the system, I have consistently advocated that my colleagues do the same. I recommend FinaMetrica because it is an essential first step before I can receive a client's informed consent. Indeed if all advisers and dealers used FinaMetrica and took notice of the results, I dare say we could eliminate most claims made against advisers for negligent advice."
Robert Kiddell CFP
McMillan Financial Planning Pty Ltd
2002 Financial Planner of the Year
2001 Financial Planner of the Year (Finalist)
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