Financial Planning Conversations

Paul Resnik

Financial Planning Conversations is a podcast about good financial advice and investment suitability. It is brought to you by FinaMetrica - a global leader in investment suitability and risk tolerance assessment tools.

  • 25 minutes 6 seconds
    Five Trends Driving Financial Advice in 2018
    Competition, automated advice and increasing professional standards are among the trends driving your advice business in 2018.
    13 December 2017, 12:00 am
  • 23 minutes 42 seconds
    Busting 10 Myths About Risk Tolerance
    Many people think they understand risk tolerance, but often they have fallen prey to one of the 10 myths that stalk this frequently misunderstood area. This podcast busts those myths to set the record straight.
    29 November 2017, 12:00 am
  • 23 minutes 6 seconds
    Can a Robo Advisor Be Trustworthy?
    The biggest drivers of trust in financial advisors are relationship factors, such as advocating for the client and acting in their best interest. So, can a robo advisor be programmed to create trust in similar ways?
    15 November 2017, 12:00 am
  • 23 minutes 13 seconds
    Why People Trust Financial Advisors
    What creates trust between financial advisors and their clients? What can damage that trust? And why does trust matter anyway? This podcast has the answers, thanks to new research.
    1 November 2017, 12:00 am
  • 22 minutes 5 seconds
    Investment Suitability Workshop Preview - London Nov 1
    Investment suitability is emerging as a critical issue for financial advice firms. This podcast previews a workshop being held in London on 1 November, where experts will explore the competitive challenges and opportunities. Grab a free ticket at https://www.eventbrite.co.uk/e/whats-happening-with-suitability-out-there-tickets-38620681498?aff=es2
    18 October 2017, 12:00 am
  • 22 minutes 42 seconds
    The Behaviour Of Individual Investors (Re-Broadcast)
    Individual investors make common mistakes that cause them to buy the wrong stocks, trade them too often and underperform the index benchmarks.(First broadcast 24th February 2016).
    4 October 2017, 12:00 am
  • 20 minutes 5 seconds
    Risk Tolerance Shootout - What We Learn
    Comparative reviews of risk tolerance tests in the UK and US show that FinaMetrica is a clear 'best-of-breed' choice, with a solid scientific base and more than one million client profiles completed.
    20 September 2017, 12:00 am
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