Navigating client portals and identifying which tools are vital for your practice.
FintekNews is pleased to offer our weekly feature column 3 Questions. Each week, we feature a thought leader within a unique sector of fintech and ask them to answer just 3 questions for our audience in their vernacular. This week, we’d like to introduce you to Larry Shumbres, CEO of Totum, the only risk tolerance digital questionnaire that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.
Risk tolerance questionnaires are the first piece of a relationship between advisors and their clients. In order to build that trust from the start, advisors need to utilize robust risk tolerance questionnaires.
In order to better serve their clients, financial advisers need to use a more robust risk tolerance questionnaire.
Totum Risk, formerly known as Totum Wealth hires new CEO.