“I LOVE the two different risk numbers (i.e. capacity vs. preference) this is a robust story and super meaningful for deepening the client conversation beyond what they initially say they are comfortable with.”
Daniel Seltzer CFP®, MSFP
President & Wealth Advisor, Arrow Wealth Advisors
Identifying a client’s Risk Band, provides advisors an opportunity to identify and discuss portfolio risk and financial goals. When a portfolio scores within the Risk Band, risk is appropriately allocated. When a portfolio scores outside of the Risk Band, there is room for discussion.