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Digital Risk Tolerance Assessment

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Do you really know your clients? Do you know yourself? This is not some New Age psychobabble. This is one of the most pressing questions in the investment industry. Most people, and most advisors, really don’t have a great handle on the answer to those increasingly important questions. That may have been acceptable in the past, but the Securities and Exchange Commission is widely expected to make Regulation Best Interest (Reg BI) a key part of client and advisor relations. Don’t worry about how to demonstrate that you truly Know Your Customer, we’ve made it easy with our Risk Tolerance Assessment. Get your client to answer 11 questions and prepare to be amazed by the outcome.

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