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What is your Risk Assessment
Matt Ober
December 21, 2023
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What is your risk tolerance? What are your financial goals? What are you looking for in a financial advisor? Have you ever had a risk assessment?
Understanding what matters to you and what your goals are, is not something most financial advisors can unpack. How do you ask the right questions? Having a conversation that is more than, this is your quarterly performance and based on your age, and financial goals, here is your basic plan. Clients want more. They want someone who knows what they care about, things they maybe don’t want to be invested in, what their philanthropic goals are, their family goals, etc.
SeesdInvestor which is a company we invested in via our Fund IV is a company that is tackling the assessment piece of the financial advisor problem along with giving advisors a fully digital platform with reporting, direct indexing capabilities and more. I am excited to see Seeds launch their Independent Assessment Link. What’s great about this tool is it makes it simple for advisors to onboard new clients and is great as a lead magnet.
I personally have always wanted to do an assessment test to better understand what I care about for my financial goals and plan. Seeds is taking steps to make this available to everyone by starting with the advisors and eventually allowing people to do this directly. The changes in wealth management and the new tools in wealthtech are continuing to improve. If you are an advisor and this resonates, check out Seeds here
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