The Willingness section on the Results page of each of your client's risk assessments gives you a breakdown of their answers to the first component of the two-dimensional risk assessment.
To access this section -
- Click on the Risk Assessment that you want to work with. This can be accessed through the "Clients" or "Risk Assessments" tab.
- Then, click the "Results" denoted by a star icon on the top right side of the web page.
- On the results page, you will see the "Willingness" tab located in the list on the right side of the page.
On this page, you will see -
- A bar chart shows the broad categories under which your clients' responses fall.
- Your client's (and their spouse's) Willingness score.
- Your client's (and their spouse's) answers to all the questions in the questionnaire.
Including this section in your clients' reports can be useful, especially if you want to see how their personality plays a part in contributing to their Willingness to take investment risk.
The video below highlights some important facts about the Willingness questionnaire -