Have you ever seen or done an Investor Risk Survey (IRS)?
Submitted by First & Main Financial Planners - East Bay Area: Oakland, CA on October 9th, 2017Theoretically investor risk surveys are going to pair a person’s risk tolerance with an appropriate portfolio which will help them “stay the course.”
When people try to sell me risk survey software they’re not selling how it will benefit my clients but how it will help me “engage more prospects,” and, “win more business.”
