Dynamic Planner’s industry-leading risk profiling questionnaire has been used to understand the attitude to risk of more than one million people live in the field since 2013, allowing for years of data from which to learn. It also incorporates the latest in psychometric thinking from leading academics at Henley Business School eliciting fewer inconsistencies in someone’s answers, thus a more accurate risk profile. How does it achieve that?
On Wednesday 26 August [09:15am], we will host a webinar dedicated to client risk profiling. We will be joined by Louis Williams, Head of Psychology and Behavioural Insights at Dynamic Planner, alongside Sales & Marketing Director Yasmina Siadatan and Business Development Executive Michael Perry.
This packed 45min session will encompass how risk profiling fits into today’s wider financial planning and advice process – and will be interactive, allowing you to ask speakers any questions you have throughout.