Nerd's Eye View
MARCH 19, 2025
Measuring a client's risk tolerance is both an art and a science. Beyond assessing how a client feels in the moment, advisors must evaluate a client's long-term behavioral tendencies, actual risk capacity, and financial goals – all of which require considerable time and skill.
Nerd's Eye View
JUNE 3, 2025
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 (..)
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Nerd's Eye View
JANUARY 7, 2025
We also talk about why Pete views his investing style as a core holding in client portfolios (rather than a thematic addition) in part because he still seeks to at least roughly track the sector composition of broader market indices with investments that meet his sustainability criteria, why Pete uses a combination of individual stocks, ETFs, and mutual (..)
Nerd's Eye View
APRIL 9, 2025
It's natural for advisors to begin discovery meetings by asking questions about a client's current financial situation – understanding cash flow, debt, investments, risk tolerance, or even the burning tax concern that brought them to the advisor's door in the first place is crucial for financial planning.
Nerd's Eye View
JUNE 5, 2023
This month's edition kicks off with the news that Riskalyze has completed its previously-announced rebranding, and will now be known as “Nitrogen”, a ”growth platform” for advisory firms – which represents less of a shift in the platform’s core function (given that Riskalyze’s risk tolerance tool was always (..)
Nerd's Eye View
MAY 8, 2024
Over the years, 2 types of measurement tools have emerged as the standards for assessing risk tolerance: 1) psychometric tests, which feature a series of questions (such as, "What amount of risk do you feel you have taken with past financial decisions?")
Nerd's Eye View
JUNE 12, 2024
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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