Financial Planning Conversations

Financial Planning Conversations

Paul Resnik

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Financial Planning Conversations is a podcast about good financial advice and investment suitability. It is brought to you by FinaMetrica - a global leader in investment suitability and risk tolerance assessment tools. For more information on how FinaMetrica can help grow your business go to www.riskprofiling.com. You can contact Paul directly: Email: paul.resnik@finametrica.com Twitter: @paulresnik

Financial Planning Conversations is a podcast about good financial advice and investment s...Read More

Episodes (62)

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Five Trends Driving Finan...

13 Dec 2017 | 25 mins 06 secs

Five Trends Driving ...

13 Dec 2017 | 25 mins 06 secs

Busting 10 Myths About Ri...

29 Nov 2017 | 23 mins 42 secs

Busting 10 Myths Abo...

29 Nov 2017 | 23 mins 42 secs

Can a Robo Advisor Be Tru...

15 Nov 2017 | 23 mins 06 secs

Can a Robo Advisor B...

15 Nov 2017 | 23 mins 06 secs

Why People Trust Financia...

01 Nov 2017 | 23 mins 13 secs

Why People Trust Fin...

01 Nov 2017 | 23 mins 13 secs

Investment Suitability Wo...

18 Oct 2017 | 22 mins 05 secs

Investment Suitabili...

18 Oct 2017 | 22 mins 05 secs

The Behaviour Of Individu...

04 Oct 2017 | 22 mins 42 secs

The Behaviour Of Ind...

04 Oct 2017 | 22 mins 42 secs

Risk Tolerance Shootout -...

20 Sep 2017 | 20 mins 05 secs

Risk Tolerance Shoot...

20 Sep 2017 | 20 mins 05 secs

Making Client Experience ...

06 Sep 2017 | 25 mins 32 secs

Making Client Experi...

06 Sep 2017 | 25 mins 32 secs

Due Diligence Checklist F...

23 Aug 2017 | 23 mins 31 secs

Due Diligence Checkl...

23 Aug 2017 | 23 mins 31 secs

What Does Investment Suit...

09 Aug 2017 | 21 mins 17 secs

What Does Investment...

09 Aug 2017 | 21 mins 17 secs

Meet miPlanPlus - a 3.0 R...

26 Jul 2017 | 23 mins 52 secs

Meet miPlanPlus - a ...

26 Jul 2017 | 23 mins 52 secs

Making Fund Managers Acco...

12 Jul 2017 | 25 mins 57 secs

Making Fund Managers...

12 Jul 2017 | 25 mins 57 secs

The Language of Risk (Re-...

28 Jun 2017 | 21 mins 43 secs

The Language of Risk...

28 Jun 2017 | 21 mins 43 secs

How To Assess a Robo Advi...

14 Jun 2017 | 20 mins 37 secs

How To Assess a Robo...

14 Jun 2017 | 20 mins 37 secs

The Four Consistencies of...

31 May 2017 | 25 mins 43 secs

The Four Consistenci...

31 May 2017 | 25 mins 43 secs

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