A risk tolerance test may not be scientific, but it can indicate your client’s psychological disposition towards money and help you draw some conclusions. There are several online examples that use scenarios to reveal your client’s psychonomics, their mindset on money. Consumers actually appreciate taking the test to discover insight on … [Read More...]
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An engagement letter is part of best practices when you’re on a first contact appointment or the front end of the discovery process. An engagement letter basically outlines what the adviser and client will do. Sometimes it addresses items the adviser won’t do. It’s part of the defensive posture to identify the rules of the relationship … [Read More...]