Ep 7 – Rory Percival - the highly influential ex regulator, speaker, and consultant joins Abraham to take a deep dive into capacity for loss. Listen to it here…
Adviser 3.0: The Podcast - Podcast autorstwa Abraham Okusanya - Środy
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Abraham talks capacity for loss with the renowned Rory Percival: - Rory takes us back to when he joined the financial services, providing insight into his vast experience. - They talk about Rory’s responsibility for introducing 'Capacity for Loss' into financial adviser lexicon and why this is has become a mandatory requirement for advisers. - They explore the assumptions and issues associated with ‘Capacity for Loss’. - Rory shares his explanation on the Income Pyramid and how the DBAAT framework approaches this. - And they look at Rory’s investment strategy for his own retirement money and his plans for the future