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Client Profiling

  • Foundations: Risk Tolerance and Loss Aversion
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    Foundations: Risk Tolerance and Loss Aversion

Foundations: Risk Tolerance and Loss Aversion

Stephen Striegel2021-06-24T20:27:28+00:00

Common risk profiling approaches in use today often oversimplify risk preferences—there’s quite a bit more to the story.

Foundations: Risk Tolerance and Loss AversionStephen Striegel2021-06-24T20:27:28+00:00
  • Foundations: Stated vs. Revealed Preferences – Part 2
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    Foundations: Stated vs. Revealed Preferences – Part 2

Foundations: Stated vs. Revealed Preferences – Part 2

Stephen Striegel2021-06-24T20:30:24+00:00

The next generation of client profiling tools is built on breakthrough research that empowers advisors to understand clients through their decisions, not just their words.

Foundations: Stated vs. Revealed Preferences – Part 2Stephen Striegel2021-06-24T20:30:24+00:00
  • Foundations: Stated vs. Revealed Preferences – Part 1
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    Foundations: Stated vs. Revealed Preferences – Part 1

Foundations: Stated vs. Revealed Preferences – Part 1

Stephen Striegel2021-09-13T15:38:03+00:00

Risk tolerance questionnaires and dialogue offer an incomplete picture of a client’s risk preferences, resulting in advice that may be unsuitable for clients.

Foundations: Stated vs. Revealed Preferences – Part 1Stephen Striegel2021-09-13T15:38:03+00:00

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