How To Determine Your Risk Tolerance for Investing with Dr. Brad Klontz
March 04, 2021

It's not often you get to sit with an expert on how to determine your risk tolerance.

Whether your an investor or a financial professional, getting risk tolerance right in your investment strategy is a major component of successful financial planning.

I recently got a chance to have a great conversation with Dr. Brad Klontz, one of today's leading experts on risk tolerance.

We are able to cover the following during our conversation:
  • Dr. Brad's personal money story
  • Thoughts for how to talk about risk with wealth management clients
  • The dangers in trying to "automate" risk management in portfolios
  • The most important question to ask clients when it comes to risk
  • How to avoid bias in your own investment strategy
  • Parting words of wisdom for tomorrow's financial professional


Resources:

Check out Dr. Brad's book on Amazon: https://amzn.to/2LehWpd


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