Uncovering The Five Factors of Investor Personality & Risk Tolerance (CFP® CE)

Why do investors do what they do? The answer lies in the client’s investing personality. Five key factors make up a client’s behavioral loss tolerance (or psychological risk tolerance), including confidence, emotional stability, long-term attitudes, risk preference, and risk personality. This session will help advisors understand how to utilize a scientific measure of investor personality for risk tolerance. You’ll discover how to quickly assess the personality factors that impact a client’s risk tolerance, how to use the results for personalizing the client experience, and how to use the aggregate results to guide your firm’s content marketing and client education.

This webinar will cover:

1. Understand the key personality factors that impact behavioral loss tolerance (psychological risk tolerance)
2. Measure risk tolerance with a scientifically sound, psychometric assessment
3. Utilize results to structure client conversations and create firm-wide content and client education

*This webinar was eligible for 1 CFP® CE credit. Attendance at the live event was required to receive credit.