Dynamic Planner’s industry-leading risk profiling questionnaire has been used to understand the attitude to risk of more than one million people live in the field since 2013, allowing for years of data from which to learn.
It also incorporates the latest in psychometric thinking from leading academics at Henley Business School eliciting fewer inconsistencies in someone’s answers, thus a more accurate risk profile.
How does it achieve that? Watch this 45min recorded session hosted by Louis Williams, Head of Psychology and Behavioural Insights at Dynamic Planner encompassing how risk profiling fits into today’s wider financial planning and advice process.
To view the recording, enter your details in the form on this page.