Threat Profiling

Mis-framed expectations often result in customers purchasing and selling at the incorrect time, needlessly decreasing their financial investment return. Investors that have their expectations set by the FinaMetrica Threat Tolerance Toolkit ™ stay invested according to the strategy and so take part in the returns that others lose.In truth, financial advisors who use the toolkit report that they can deliver more worth to their customer, with more effectiveness in their practice due to the lowered time spent managing customer expectations. Everything amounts to better advice and genuinely notified customers that stick with you for life.


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