Author: rehan

Risk Tolerance, Psychometrics and You

Risk Tolerance, Psychometrics and You

Geoff Davey, founder of FinaMetrica (www.riskprofiling.com), talks with me about the differences between risk tolerance, risk assessment and risk capacity. He talks about “psychometrics” and how to get a true measure for the clients’...

Friendly Persuasion …

Friendly Persuasion …

Smart business people are getting the hang of “the basics” now – blogs, Twitter, Facebook, LinkedIn, webinars, podcasts, digital multimedia recordings, wikis, intranets, You Tube, Flickr … Are you keeping pace? A little friendly...

Going Independent? Great Webcast!

Going Independent? Great Webcast!

5 Industry Experts share their views and insights: 1. Marie Swift, President and CEO, Impact Communications2. Gregg Johnson, Senior VP, Branch Office Development, Securities America3. Clyde Wyatt, Managing Director, Navigation Financial4. Arthur Cooper, Co-Founder,...

The Fundamentals Never Change

The Fundamentals Never Change

Economic indicators suggest the global economy is stabilizing. The financial dark cloud of the Great Recession may indeed be lifting. It’s given investors some renewed optimism. I’m reminded by this improving economic climate that...