“Pocket Risk is a fantastic tool that has become a key component of our discovery process with clients. I
came across Pocket Risk after using a similar online risk questionnaire that just didn’t consistently
represent the client’s true risk tolerance.
It’s been a relief to find a tool that I have confidence in, and is so simple for the client to use.”
C.J. Baxter, CFP®, Axia Wealth
How Firms Get $10,250 In Value Per Advisor, When Using Pocket Risk
| Task | Practical Value | Financial Value | Life Value |
|---|---|---|---|
| Compliance | Avoid regulator fines and sanctions Avoid client lawsuits Protect your reputation | Your business, reputation and years of work value = $100,000s to Millions | Sleep well at night |
| Accurate Risk Profiling And Financial Planning | Recommending the right investments for your clients | Saves you losing at least one client a year value = $3,000+ | Do the best for your clients |
| Client Acquisition | Use risk profile questionnaire to show prospects how they are invested wrong and how you can get them on track | Gets you at least one client a year value = $3,000+ | Increase your income |
| On-Boarding Efficiency | Save at least 30 minutes a week dealing with paper/excel questionnaires and KYC admin | Save dozens of hours a year value = $4,250+ | Stop feeling frustrated |
| Total | Less compliance risk More happy clients Less administrative hassle | Total Value = $10,000s to Millions Pocket Risk starts at $59 a month | Easier and more productive life |
“I recommend it highly, mostly because it accurately measures my clients’ ability to tolerate market risks.”
Gene Kowalski, Solitude Financial Services