22nd June 2026
Panacea Conversations - Beyond the Questionnaire: Rethinking Attitude to Risk
Attitude to Risk is one of the foundations of good financial planning, yet it’s often reduced to a questionnaire and a risk score. In the latest episode of Panacea Conversations, compliance expert Tony Catt explains why the real value lies in the conversations behind the questionnaire.
We explore adviser bias, client psychology, capacity for loss, vulnerability, and why risk shouldn’t be viewed solely through an investment lens. If you want to strengthen your Attitude to Risk process, this is a conversation worth hearing.
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