S1E18 (Relevant) Risk Profiling

In this episode, Nathan and Jordan tackle the (at-times controversial) risk profile questionnaire. Where does it come from? How relevant is the old tick-box questionnaire in a modern advisory practice? How can it protect clients, and advisers? And how can advisers take what's often been viewed as a perfunctory exercise in nothingness and make it useful, valuable and interesting for the clients they serve? As always, Nathan can be reached via [email protected], and Jordan via [email protected].  They're also both very fond of responding to comments, criticisms and diatribes on LinkedIn.  Well, not criticisms...