Geoff Davey

• 

  Markets May Be Volatile, but Risk Tolerance Isn’t, Pt. 2

  By Michael E. Kitces  |  April 17, 2012

  A key point from FinaMetrica's research: investors are ultimately driven by two factors: their risk tolerance and their risk perception. Advisors' challenge: managing clients fluctuating risk (mis-)perceptions.

• 

  Fixing the 3 Top Mistakes Advisors Tend to Make With Their Clients

  By Liz Davidson, Financial Finesse  |  December 20, 2011

  Are you enabling your clients to focus on the wrong measures of satisfaction with you and what you offer them? Three common mistakes, and how to ameliorate them for your benefit and your clients'.

• The Faces of Risk

  By Olivia Mellan  |  October 1, 2011

  People often think of risk as a negative, but risk tolerance is a balance point between too much risk and not enough risk.

• 

  When a Client Is of Two Minds on Risk

  By Olivia Mellan  |  October 1, 2011

  Client risk tolerance is probably the single most difficult factor for a financial professional to measure and address.

• 

  Leads, Leads, Leads! Then Understanding Clients...

  By Mike Patton  |  July 18, 2011

  Do commercial lead-providers work? And a confession from our intrepid advisor on understanding clients both qualitatively and quantitatively

• 

  Chicken or Egg? Risk Tolerance as a Driver of Financial Success

  By Geoff Davey, FinaMetrica  |  June 1, 2011

  Risk tolerance correlates positively with income and wealth, but does it indicate causation?

• 

  Assessing Clients’ Risk Tolerance Now With Geoff Davey of FinaMetrica: Weekend Interview

  By James J. Green, AdvisorOne  |  March 18, 2011

  A leader in using psychometrics to assess clients’ risk profiles suggests what advisors should be telling clients now. Hint: It’s what they should always be saying.

• 

  FinaMetrica’s Got Research: Assessing Risk Tolerance

  By Kathleen McBride, AdvisorOne  |  October 11, 2010

  Geoff Davey, co-founder of Sydney, Australia-based FinaMetrica, has been traveling the globe for the past month, and, after the FPA's conference in Denver, will trek back home to Sydney.

• At FPA Denver, Defining Advisor Value and Rebuilding Trust

  By John Sullivan, AdvisorOne  |  October 10, 2010

  An all-star panel of industry personalities gathered at the FPA annual conference on Sunday for a frank discussion of how new fiduciary standards might impact the advisor industry and day-to-day business.

• Retirement Planning: FinaMetrica's Davey Talks of Risk Profiling for Clients

  By Kathleen McBride, AdvisorOne  |  September 1, 2010

  Can scientific risk profiling help you manage wealth for your clients? For investment advisors--who, as fiduciaries, are used to a process-driven approach--a system for profiling...