Let’s be real…the risk tolerance questionnaire as we know it doesn’t get the job done. That’s why I’ve got John Morgan of Connected Consultants on the show this episode to discuss the five questions you should (but probably aren’t) asking on your RTQ.
By the way, thanks for joining me.
For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor. I have a podcast in which I talk about financial advisor lead generation topics is best described as “fun and irreverent.” So please subscribe!
So if you’re looking for some straight up talk then you’ve come to the right place!
My goal is to answer the following questions:
- Why financial advisor risk tolerance questionnaires typically fail
- What to include on your RTQ to increase your ability to understand how your clients truly feel
- How financial advisors can improve their RTQ’s in general
How I help people who want to be perceived as high quality financial advisors
I wrote an e-book called, “47 Financial Advisor LinkedIn Messages and Sequences that will NOT make you look Stupid. “ If you are a financial advisor trying to meet new clients over LinkedIn or other social media sites and you need some scripts, you can download it here.
I wrote this e-book for financial advisors who want to be perceived as high quality people on social media. The e-book contains 47 messages you can use on LinkedIn or Facebook messenger to reach prospects, COIs, and other useful connections that would benefit your practice.
I also have a membership program, helping people to be able to develop business with these more sophisticated clients. This program talks about content creating (blogs, podcasts, newsletters, etc) as well as financial advisor strategies for using LinkedIn, Facebook, and Twitter for getting new leads. I also talk about how to relate your marketing and lead generation to certain financial advisor practice management topics. For example, the profitability worksheet I discussed in this blog is a tool that I provide to everyone on my membership.
I’m ending the blog now. Thanks for reading and I hope that you will stay with me and join my podcast; link is below.
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About John Morgan
John Morgan is the Founder & Managing Member of Connected Consultants, LLC in Boca Raton, FL. His company helps solve many of the “Pain Points” felt by both Advisors and Firms. In this capacity, he assists Advisors with affiliation questions and choices, getting in front of more qualified prospects, engaging prospects & clients on their terms using validated behavioral insights, protecting your practice and firm from unnecessary litigation and the reputation loss which comes along with each infraction and more. In a nutshell, Connecting great people with incredible firms and Fintech innovations around the world!