Mark your Calendars! This meeting will be held on September 23rd in place of September 4th.

Parking Code: 703503

2 CE Units - 1 CE Unit Approved and 1 CE Unit Pending

Members - $0

Non-Members - $40

If you are a first time guest, there is no charge.  Enter coupon code "welcome" when registering on the website. 

Risk Tolerance Presentation and Workshop

Best Practices Risk Profiling To Instill Trust

Risk Profiling in Practice

Speaker: Tyler D. Nunnally - FinaMetrica

Risk tolerance is a critical component in determining investment suitability and yet it is often misunderstood, misinterpreted and misrepresented. These distortions hamper the ability of advisors to deliver prudent and trustworthy advice. The purpose of this presentation is to promote best practices in risk profiling that will help you build trust through enriched engagement and deeper conversations with clients. Engendering trust translates into better referrals to grow your practice while unsatisfied clients can cause harm to your reputation – a vital distinguishing factor that advisory businesses can ill afford to lose.

Once you register, we will send you a link to the FinaMetrica website with a special password. You can then complete a complimentary questionnaire to receive your own risk tolerance report.

Learning Objectives:

Participants will learn:

• What risk tolerance actually is – and what it isn’t
• How to properly measure, quantify risk tolerance
• Compliance with new regulatory requirements
• Due diligence in evaluating and choosing risk profiling products
• Use risk profiling tools to communicate risk and build trusting relationships

Tyler D. Nunnally manages business development and distribution in the United States for FinaMetrica, a Sydney, Australia based company. As the worldwide leader in risk tolerance assessment, FinaMetrica’s web-based risk profiling system is used by thousands of leading financial advisors around the globe.
Tyler began working in investment management in England with Oxford Risk Research & Analysis, Ltd. He was brought to Oxford for his entrepreneurial abilities in order to commercialize the company’s behavioral finance and risk tolerance research.
Tyler speaks often on risk-related matters at leading universities and premier industry events. He has been interviewed by Smart Money, Wall Street Journal MarketWatch, Center for Public Integrity, WSB-TV Atlanta and WRKO Boston, amongst others, and has served as a risk consultant and expert witness in multibillion-dollar class action lawsuits in both State and U.S. federal courts. He has directed behavioral finance and risk tolerance research studies at Oxford University, Emory University, Georgia State University, SEI Investments and Capital One.He holds a Bachelor’s degree from the University of Georgia and a Master’s degree in International Business with Distinction from the University of St Andrews in Scotland.