How To Determine Your Risk Tolerance for Investing with Dr. Brad Klontz

Show Notes:

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

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

Dr. Brad's YouTube Channel Dr. Brad's LinkedIn Profile

Thanks for listening.

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