Robert Jackson
Financial Advisor
404-219-1808
404-219-1808
Member
Development
770-452-6646
7 Dunwoody Park
Suite 121
Atlanta, GA 30338
Company
My main tool when working with a new client is a risk tolerance questionnaire. After answering several questions about how they would react given different circumstances, we then score the results between 10-100, with the higher score meaning that they can handle more risk. Based on these results I will then make recommendations that fit their profile. They are welcome though to override their profile and can put their money into more or less risk averse investments.
Referral Trigger Response
Yale Shure
Joined on 02/03/2012
Team
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