Increasing cross referrals and profits, introducing the Debt Policy Statement, FinaMetrica is the "gold standard", media coverage and a very personal story.

Increasing Cross Referrals and Profits by Reducing Portfolio Surprises

Clients will become unhappy if they discover in a falling market that they were exposed to what, for them, is too much risk. Clients will also be unhappy if they discover that they didn't understand the risks they were taking. It's up you to help them; but, along the way, there should be no surprises. Here's how to ensure that happens. This is the final article in the series being written for the American Institute of CPAs' Planner magazine by FinaMetrica cofounder Geoff Davey, click here for the full series.

Introducing the 'Debt Policy Statement'

The financial planning principles of debt management have been fairly well understood and articulated for many years. Unfortunately, these principles do not always align with the business reality of firms that sell lending products and want consumers to borrow more ... more.

(Linked with permission by the Financial Planning Association, Journal of Financial Planning, Apr 11, Shawn Brayman.)

FinaMetrica Rated as the "Gold Standard"

Risk tolerance tests available in the US were reviewed by two academic experts in the current edition of Financial Planning magazine. The FinaMetrica test was described as the "gold standard". For the full article click here.

Media Coverage

The UK's ifaonline magazine presents Mark Loosemore's technical review of the FinaMetrica risk profiling system, click here, and, in the US, FinaMetrica cofounder Geoff Davey writes about the dangers arising from advisers being significantly more risk tolerant than their clients in Financial Advisor magazine, click here.

Christchurch NZ Earthquake Aftermath: A Request for Support

Brian Coker, a FinaMetrica subscriber, was trapped in the Pyne Gould Corporation building when it collapsed on February 22. He only escaped because two urologists, who happened to be in town for a conference, amputated both his legs above the knee using a knife and a hacksaw ... more.

For some great information and free reports, visit us at www.riskprofiling.com.

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