Wealth Experience Institute

Planning

Commentary – Only Three “Useless” Questions? More Like the Entire Questionnaire!

Commentary – Only Three “Useless” Questions? More Like the Entire Questionnaire!

In this Advisor Perspectives.com article, Sara Grillo on the typical Risk Tolerance Questionnaire (RTQ): it falls down because it doesn’t recognize that the “emotional and psychological aspects of money govern behavior”. We agree, but think the article misses a key point: goals. Our thoughts...

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