{"id":210,"date":"2015-10-26T07:57:00","date_gmt":"2015-10-26T12:57:00","guid":{"rendered":"http:\/\/rixtrema.com\/blog\/?p=210"},"modified":"2018-01-10T12:14:05","modified_gmt":"2018-01-10T17:14:05","slug":"convincing-prospects-how-to-discuss-risk-and-goals","status":"publish","type":"post","link":"https:\/\/rixtrema.com\/blog\/convincing-prospects-how-to-discuss-risk-and-goals\/","title":{"rendered":"Convincing Prospects: How To Discuss Risk and Goals"},"content":{"rendered":"<p>As advisors are adopting wealth management technology, they seem to be focused on the risk tolerance aspect of risk system implementation. But building a portfolio by subordinating everything else to the risk tolerance is detrimental. Portfolio creation in this case becomes similar to silly car shopping, when only car safety is considered when one chooses a car. It is critical for the advisor to discuss goals and risk tolerance together and identify the right portfolio that will match these two elements. Read our research with supporting examples about how to bring together client\u2019s investment goals and risk tolerance: <a href=\"http:\/\/rixtrema.com\/pdf\/whitepaper1010.pdf\">http:\/\/rixtrema.com\/pdf\/whitepaper1010.pdf<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>As advisors are adopting wealth management technology, they seem to be focused on the risk tolerance aspect of risk system implementation. But building a portfolio by subordinating everything else to the risk tolerance is detrimental. Portfolio creation in this case becomes similar to silly car shopping, when only car safety is considered when one chooses&#8230; <\/p>\n<div class=\"clear\"><\/div>\n<p><a href=\"https:\/\/rixtrema.com\/blog\/convincing-prospects-how-to-discuss-risk-and-goals\/\" class=\"excerpt-read-more newsstand-button\">Read More<\/a><\/p>\n","protected":false},"author":3,"featured_media":211,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[1],"tags":[7,150,131,146,93,132,149,32],"class_list":["post-210","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-financial-advisor","tag-goals","tag-portfolio-construction","tag-retirement","tag-risk","tag-risk-management","tag-risk-tolerance","tag-wealth-management"],"jetpack_featured_media_url":"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2015\/10\/Man-on-rope.png","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.9.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Convincing Prospects: How To Discuss Risk and Goals<\/title>\n<link rel=\"canonical\" href=\"https:\/\/rixtrema.com\/blog\/convincing-prospects-how-to-discuss-risk-and-goals\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Convincing Prospects: How To Discuss Risk and Goals\" \/>\n<meta property=\"og:description\" content=\"As advisors are adopting wealth management technology, they seem to be focused on the risk tolerance aspect of risk system implementation. But building a portfolio by subordinating everything else to the risk tolerance is detrimental. Portfolio creation in this case becomes similar to silly car shopping, when only car safety is considered when one chooses... Read More\" \/>\n<meta property=\"og:url\" content=\"https:\/\/rixtrema.com\/blog\/convincing-prospects-how-to-discuss-risk-and-goals\/\" \/>\n<meta property=\"og:site_name\" content=\"RiXtrema.com\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/LarkspurRiXtrema\/\" \/>\n<meta property=\"article:published_time\" content=\"2015-10-26T12:57:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2018-01-10T17:14:05+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2015\/10\/Man-on-rope.png\" \/>\n\t<meta property=\"og:image:width\" content=\"739\" \/>\n\t<meta property=\"og:image:height\" content=\"631\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:site\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\">\n\t<meta name=\"twitter:data1\" content=\"1 minute\">\n<!-- \/ Yoast SEO Premium plugin. -->","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/210","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/comments?post=210"}],"version-history":[{"count":1,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/210\/revisions"}],"predecessor-version":[{"id":212,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/210\/revisions\/212"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media\/211"}],"wp:attachment":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media?parent=210"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/categories?post=210"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/tags?post=210"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}