Pocket Risk – Acquisition

Today we're announcing the acquisition of Pocket Risk by the Jamal Group. A Dubai based investment fund with investments in financial technology and telecoms. They decided to acquire Pocket Risk because of their belief in the continual importance of technology in helping advisors serve their clients. Mr Ali Jamal, CEO of Jamal Group is a technologist, seasoned entrepreneur and ...

You’re Using Your Risk Tolerance Questionnaire Wrong

Risk Tolerance Questionnaire

Most risk tolerance questionnaires get a bad rap. For many advisers, they are simply a compliance tool to appease the regulator. They add some value, but if it weren’t mandated, they probably wouldn’t use them. This negative mindset is rightly deserved due to the abusive use of risk questionnaires. Let’s get a few things straight… ...

Technology Does Not Replace The Advice And Direction Of An Advisor – Tony Leal – President, MoneyGuidePro #FearlessFinancialAdvisorPodcast

Tony Lead

A discussion with Tony Leal, President and CTO of PIEtech/MoneyGuidePro on the future of technology in financial planning. MoneyGuidePro is recognised as the most popular financial planning software in the U.S. It's software is used by independent solo advisors all the way up to Schwab. As leaders in the industry their developments are watched by ...

Is There Money To Be Made Serving Younger Clients? #FearlessFinancialAdvisorPodcast

Alan Moore XY

A topic near and dear to our hearts. How to profitably serve millennial clients. In this video I am speaking with Alan Moore MS, CFP®, Co-founder at XY Planning Network. XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X and Gen Y clients. They offer comprehensive resources to ...

[Introducing Pocket Risk 2] Why Risk Tolerance Questionnaires Should Not Be Used For Prospecting

risk tolerance questionnaire

In recent years there has been a plethora of risk tolerance tools releasing features to help advisors acquire more clients. The theory goes by assessing a client's risk tolerance we can know what investments best suit their psychology, a portfolio they will "stick with". However, this contradicts the true purpose of a financial advisor, which is to ...