Should Clients Complete the Risk Activity Independently?

What's the best way to have clients complete the Risk Activity?

When having clients complete the Risk Activity, a common question we hear from advisers is: "Should the client complete the Risk Activity independently or with me present?"

The short answer is that either arrangement works well.

Clients can either complete the Risk Activity independently or with their adviser present. We leave it to the adviser's discretion to choose which arrangement works best for them.

Human-Centred Design at the Core

The Risk Activity is designed to be completed by clients without any assistance. We have done expansive user-testing over the years to create a risk-profiling experience that is engaging and intuitive for clients across all ages, level of wealth, financial literacy, and investing experience.

Across 350,000 risk profiles delivered globally, the Risk Activity has a 95% unaided completion rate by clients.

Our Recommendation

We find that clients generally have no issue completing the activity unaided. But if an adviser would prefer to be present while the client completes the Risk Activity (especially for a client who is tech-averse) to provide additional guidance and context, then that approach works just as well. We leave that decision to the expertise of advisers.

For more information about best practices for introducing clients to the Risk Activity, check out our articles on Introducing Clients to the Risk Activity and How to Send Clients the Risk Activity.

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