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2. © FinaMetrica Pty Limited 2015  Managing your clients’ behaviors  Keeping your clients invested through good times and bad so they can achieve their financial goals  I’m going to explain how….

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5. 75% of advisors chose FinaMetrica for our scientific rigor

6. © FinaMetrica Pty Limited 2015 Pool of Questions Sample Questionnaire Useability Trials Understandable and answerable? Norming Trials Statistical Analysis Valid, reliable and accurate?

7. © FinaMetrica Pty Limited 2015 If risk scores fluctuate it will impact Portfolio Selection

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9. The leading cause of Suitability failures is…. “Investment selection did not meet the customer’s attitude to risk”

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11. “Bottom line: If I had to stand up in court and defend my process for selecting truly appropriate portfolios for my clients, I’d much rather have FinaMetrica in my corner.”

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13. Tyler D. Nunnally (404) 320-6047 tyler.nunnally@finametrica.com www.riskprofiling.com 30-Day Free Trial http://riskprofiling.com/Trial