Nicki Potts @ FinaMetrica Risk Profiling

Helping advisors create lifetime partnerships by specifically matching client’s risk profile to tailored investment advice.

[Nicki Potts @ FinaMetrica Risk Profiling @NickiPotts]

@JScholes_CFP Hi John, we have reached out to you via email to help resolve your issue (PC)

[Nicki Potts @ FinaMetrica Risk Profiling @NickiPotts]

The Investec Wealth & Investment MPS models are now mapped to FinaMetrica risk tolerance scores. https://t.co/tntrFZ7F2g

[Nicki Potts @ FinaMetrica Risk Profiling @NickiPotts]

How Stories Drive Financial Behaviour: Clients today come in different shapes, from different backgrounds and with different experiences. Each arrives with their own pre-conceived ideas about money. https://t.co/LFoFrYFqo7

[Nicki Potts @ FinaMetrica Risk Profiling @NickiPotts]

The Scottish Widows Pension, Premier Pension and Retirement Portfolio funds are now mapped to FinaMetrica risk tolerance scores. https://t.co/fNcySxNBEC

[Nicki Potts @ FinaMetrica Risk Profiling @NickiPotts]

FinaMetrica is a powerful tool that goes far beyond the risk tolerance test. See how risk tolerance relates to investment decisions to have critically conversations with clients. Webinar: Jan 27 @ 10am ET / 3pm UK https://t.co/Nc0TjhvTUt

[Nicki Potts @ FinaMetrica Risk Profiling @NickiPotts]

Enable financial advisors and enterprises to deliver and monitor the highest standard of advice to clients through PlanPlus Global’s SuitabilityPro™ platform: https://t.co/A0sPjwSDB1

[Nicki Potts @ FinaMetrica Risk Profiling @NickiPotts]

Read Morningstar Director of Financial Planning, Shawn Brayman’s, recap of key 2020 academic conferences and award-winning financial planning research highlighted at these events: https://t.co/JFR8ccwoFk

[Nicki Potts @ FinaMetrica Risk Profiling @NickiPotts]

Is fear and uncertainty causing your clients to lose their cools? Check out some tips from Sarah Newcomb, Morningstar’s Director of Behavioral Sciences, on how to talk to clients out of short-term thinking when they are facing the unknown: https://t.co/qQKN19NlnE

[Nicki Potts @ FinaMetrica Risk Profiling @NickiPotts]

Christine Benz & Jeff Ptak interviewed Tim Mauer, of Buckingham Wealth Partners to discuss ways for advisors to understand what’s important to and motivates a client. Learn how Morningstar's behavioral science tools help with the process. https://t.co/XqOTsa1fRo

[Nicki Potts @ FinaMetrica Risk Profiling @NickiPotts]

We're excited to share that FinaMetrica 10-question RTQ & Suitability Score is now available in Morningstar’s Investment Planning Tool (IPT) for Advisor Workstation and our Enterprise Components channel for integration to 3rd-party platforms. https://t.co/b256Yat2Xy

[Nicki Potts @ FinaMetrica Risk Profiling @NickiPotts]

New in town? This webinar will give you a guided tour of what is where and how to use it, so you’ll be working like a pro in no time at all! 24 Nov 10am ET US 3pm UK https://t.co/jDGmD6I1SD

[Nicki Potts @ FinaMetrica Risk Profiling @NickiPotts]

While reported willingness to take risk decreased since the market volatility of 2020, little has changed in objective risk tolerance: https://t.co/X9w7SVNUec

[Nicki Potts @ FinaMetrica Risk Profiling @NickiPotts]

Enable financial advisors and enterprises to deliver and monitor the highest standard of advice to clients through PlanPlus Global’s SuitabilityPro™ platform https://t.co/1dGuoJk0NC

[Nicki Potts @ FinaMetrica Risk Profiling @NickiPotts]

Morningstar's award-winning paper reveals self-reported investing goals are insufficient and share how to have better financial planning conversations https://t.co/JMcRpKx86p

[Nicki Potts @ FinaMetrica Risk Profiling @NickiPotts]

The FinaMetrica Risk Profiling Toolkit provides advisers with a six-step process that can lead to their clients' properly informed commitment https://t.co/P6Hs5hArpu

[Nicki Potts @ FinaMetrica Risk Profiling @NickiPotts]

Morningstar drills into how clients’ expectations of their advisors have changed and how advisors can respond: https://t.co/0VPCluk5fk

[Nicki Potts @ FinaMetrica Risk Profiling @NickiPotts]

Get to know your clients. This webinar shows you how to develop an in-depth understanding of your clients' risk tolerance and accelerate the establishment of a relationship of trust. 22 Sep 10am ET US 3pm UK.. https://t.co/Wi8UoJiuxY

[Nicki Potts @ FinaMetrica Risk Profiling @NickiPotts]

Morningstar’s Investment Conference on Sept 16-17, will feature sessions that highlight practical tools and tips on how advisors can help clients during uncertain times: https://t.co/ejxxiRadSv

[Nicki Potts @ FinaMetrica Risk Profiling @NickiPotts]

https://t.co/Qf0swBmLQq

[Nicki Potts @ FinaMetrica Risk Profiling @NickiPotts]

https://t.co/RyqdpuJQ3v