How the Right Risk Profiling Can Help You Close Clients (No, Really!)
As discussed in our article Traditional Risk Tolerance Questionnaires Lead to Inaccurate Risk Appetite, risk tolerance questionnaires help mitigate biases and emotional subjectivity in investing decisions. But risk profiling through Totum takes it a step further. Unlike other questionnaires that only provide one aspect of risk at a time, our platform calculates risk capacity, risk …
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