Augment your Acquisition, Re-Engagement, and Growth Strategies


In this article:

  • Win new clients
  • Re-engage existing clients
  • Enfranchise couples in the advice process

The Capital Preferences client engagement suite is designed to add value across your the investing lifecycle – from acquisition and re-engagement to enfranchising couples in the advice process.

This article summarises proven best practices for each of these use cases.

Win new clients

To win a client, it's crucial to not only understand their unique situation, but also to convincingly demonstrate how the advice you offer will help them achieve their goals and overcome any challenges they may face along the way.

Our client experiences are built to accomplish exactly this.

The Risk Activity

By scientifically revealing a client’s unique risk preferences, we generate a Risk Comfort Match score for each of your firm’s model portfolios, which you can then use to project how achievable a client’s goals are, given their risk preferences.

Acquire clients in two easy steps:


  1. Invite prospective clients to complete the Risk Activity as an exploratory exercise that demonstrates you truly understand their risk preferences.
  2. Meet with clients to discuss their results, what the insights reveal about them, and demonstrate how you can build a personalised plan that achieves their goals while keeping them comfortable with risk throughout the investment lifecycle.

For greater detail about to acquire clients with Capital Preferences, check out this article.

Re-engage existing clients

There is a meaningful ROI to re-profiling your clients’ risk preferences annually.


We know from our research that risk preferences change over time.

An investor’s  Attitude to Risk decreases consistently with age, while their Sensitivity to Loss increases consistently with age. Major life events also influence risk preferences.

Therefore, as a best practice, we recommend that clients have their risk preferences re-assessed on an annual basis, similar to an annual health checkup with a physician, just to check-in and see if the your clients' risk preferences are still aligned with their current financial plans.

For greater detail about how to effectively re-engage clients, check out this article.

Enfranchise couples in the advice process

60% of couples have meaningfully different risk profiles. These couples are 6x as likely to decrease AUM compared to couples with a similar risk profile.

With Capital Preferences, you can risk profile each partner individually to create shared, memorable advice moments with the couple.

You then combine each partner’s individual preferences into a household view and match the couple to the most suitable portfolio for both partners. These moments are the key to building strong relationships with the second partner.

Example of a couple with differing levels of Sensitivity to Loss.

This way, you all can have a collective conversation about how to best accommodate both partners’ preferences to achieve their mutual goals. These are the active ingredients in re-thinking risk profiling to create memorable (and equitable) advice moments for couples.

In addition, our research has found that advisers delivering a strong risk readout to couples have a 40-point NPS lift, 23% greater intent to grow AUM, and 35% lift in value for fees paid than those delivering weak risk readouts.

For greater detail about how to effectively re-engage clients, check out this article.

Did this answer your question?

If not, please feel free to reach out to us at customer-support@capitalpreferences.com