19 - Onboarding Pt1 - Getting To Know You
TRAP: The Real Adviser Podcast
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The Risk Assessment Questionnaire
The terms of business is a cool document that hopefully sets us apart. The mumbo jumbo questionnaire, I just haven't found a good place to do that. So honestly, so our scores are out of seven and 90% are either four or five. We've Andy alluded to it in the last couple of episodes about like 100 equity funds coming in a four out of seven at the moment. And we tend to get more high net worth people than not.
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