Catapult | ED: NextGen

CONFLICTING RISK PROFILES

March 25, 2022 Tony Catt - Catapult Wealth Season 1 Episode 27
Catapult | ED: NextGen
CONFLICTING RISK PROFILES
Show Notes

What happens when they are conflicting risk profiles? 

When couples come in and one is classed as Conservative, and the other is Growth, how do you help them agree with an investment strategy? 

Tony Catt discusses risk profiles with Catapult Wealth's Senior Paraplanner, Damian Braiotta.