ABOUT THIS EPISODE
Think you’ve mastered the risk conversation? Think again.
In the newest episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna take on one of the most misunderstood yet mission-critical pieces of asset allocation: risk tolerance. Here are three surprising facts they uncover:
1️⃣ Most risk tolerance scores do little to keep clients invested when markets get rough.
2️⃣ Risk tolerance and risk need are completely different but most advisors treat them the same.
3️⃣ Failing to involve both partners in risk conversations can impact trust and lead to missed opportunities.
They dig into how outdated questionnaires and one-size-fits-all approaches actually undermine the financial plans we’re trying to build for clients. Instead, separating how clients feel about risk from what they need to achieve their goals can open the door to far more meaningful, confidence-building conversations.
Thanks for listening!
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This podcast and the resources shared are for informational and educational purposes only. They do not constitute investment advice, tax advice, or a solicitation to engage advisory services. For more information about our services and to view our Client Relationship Summary (Form CRS), visit: https://useseeds.com/terms/ and https://tinyurl.com/SeedsFormCRS25
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