Quick Start

Inspiring Client Trust: Insights from the Latest Research on Risk Assessment

Level of Complexity: Intermediate

Presenter(s)

• 

  Sheila Ohlund, CPA, CFA, MBA

  CEO
  Attavita Risk

Do your clients really trust you? Many investors fear that advisers are just selling them products, rather than providing them appropriate investment solutions. In this session, learn about the latest research on risk assessment and how new risk assessment approaches provide insights into how to better achieve client goals and help find investment solutions that inspire client trust and confidence.

Learning Objectives:

• Identify he key factors important for client risk assessment: including subjective risk preference, objective risk capacity and the risk/return needs to achieve investment goals.
• Describe a client's appropriate investment risk level by using the latest research
• Demonstrate how planners can build trust in their recommendations by understanding client unique behaviors and attitudes that impact decision making.