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
Adviser 3.0: The Podcast