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The 4-Step Guide to Creating Holistic Risk Profiles

Learn how to understand your clients and their comfort levels with risk to help them make investments they trust.

Although there are several reasons why clients fire their financial advisors, one of the most prominent is feeling like their advisors don’t understand them. And a significant part of understanding clients is knowing their comfort levels with risk.

There’s risk with any investment, but people at different experience levels will also have different risk tolerance levels. That’s why Morningstar prioritized preparing advisors to be the best resource for clients who need to be able to trust them with their finances.

Our guide to navigating risk outlines four critical steps to understanding client risk tolerance.

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What’s Inside:

  • The four components of a client risk profile 
  • Tips from our investment risk tolerance questionnaire
  • A new perspective on what matters most to your clients 
  • A solution that turns data into action for long-term success 

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