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#FASuccess Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach, With Peter Krull

Nerd's Eye View

What's unique about Pete, though, is how he has grown his firm by exploring with clients how they can align their portfolios with their own personal values, effectively allowing their investments to become an expression of the types of businesses they want their capital to support… while still ensuring their overall portfolio is still well-diversified, (..)

Investing 240
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#FASuccess Ep 440: Making Client Meetings More Consistent Across Multiple Advisors By Utilizing A “Money Personality” Assessment, With Nina Hajjar

Nerd's Eye View

In this episode, we talk in-depth about how Nina's assessment categorizes clients into one of six different personality types (for example, "dream chaser" or "safety seeker"), which helps her and her team learn how her clients are likely to respond to different planning scenarios and recommendations, how Nina pairs the money personality assessment (..)

Clients 245
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5 Questions Using Risk Assessment Data That Help Advisors Understand Clients’ True Concerns About Risk

Nerd's Eye View

step when onboarding a new client, as making any sort of recommendation is impossible without first understanding how comfortable clients may be when their portfolios inevitably experience volatility.

Clients 246
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When Are Advisors (Financially) Liable For Negligent Investment Advice? (And Who Pays For It)

Nerd's Eye View

Which means that when an advisor recommends a certain investment strategy for a client, their standards of care should dictate that they first make sure that the strategy is within the client's tolerance for risk.

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16 Ways to Invest $30,000 in 2023

Good Financial Cents

There are many options, but your top priority should be choosing an investment that aligns well with your goals and risk tolerance. One of the challenges of building a diversified portfolio with individual stocks is that some come with a high sticker price of $2,000 per share, $5,000 per share, or more. Invest in Real Estate.

Investing 108
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How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

Your financial goals and risk tolerance are the roadmap for your entire wealth management strategy, shaping your decisions and the services you require. Risk Tolerance Identify and consider your risk tolerance when setting your financial goals.

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How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

Your financial goals and risk tolerance are the roadmap for your entire wealth management strategy, shaping your decisions and the services you require. Risk Tolerance Identify and consider your risk tolerance when setting your financial goals.