Usually, risk tolerance surveys tell you less about a client’s true ability to withstand drawdowns and volatility, and more about what the market has been doing over the past 6 months. Riskalyze seems to have cracked that code, and they quantify risk tolerance mathematically. Not only were we early adopters of the technology, Josh & I are shareholders and on their board of advisors.
It is so easy to do webinar is from home — no travel, airports or hotels — but I wonder if some of the adrenaline & energy gets lost versus doing these live and in person. I tried to craft the subject matter more towards an audience of all advisors. I hope it works out, and I am looking forward to whatever feedback I get (good and bad) .
My keynote scheduled for noon today; if it becomes publicly accessible, I will post a link or perhaps the entire presentation.