Visualizing Risk Alignment (and Misalignment) for your clients
Hello RIA Operators community! We'd like your feedback on the best way to help you communicate risk when working to align a client's risk with their investment strategy.
We have a few different styles of data visualizations here, and we're looking to get an understanding on what visuals are clear and easy to read vs what visuals are confusing and hard to interpret. Vote for the visual you found most effective for visually explaining risk alignment (or none at all).
Thank you!
Risk Score and alignment status with the Client image
A Radial Risk Alignment Representation (like your activity rings on apple watch)
A Risk bar Alignment Representation
None of these make sense to me
5 votes
0
0 comments
Nikki Sweet
2
Visualizing Risk Alignment (and Misalignment) for your clients
RIA Operators
skool.com/ria-os
Welcome!
👨‍👨‍👧‍👦 Network
🧠 Get advice
💻 Learn new tech
📈 Grow
Leaderboard (30-day)
powered by