Risk Tolerance Assessment
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Create a comprehensive risk tolerance questionnaire for new financial advisory clients.

Questionnaire sections:

1. INVESTMENT EXPERIENCE
   - Years investing
   - Types of investments owned
   - Knowledge level self assessment

2. TIME HORIZON
   - When will you need this money?
   - What is this money for?
   - Flexibility of timeline

3. FINANCIAL SITUATION
   - Income stability
   - Emergency fund status
   - Other assets outside this account
   - Debt situation

4. LOSS TOLERANCE
   - How would you react to a 10% loss?
   - How would you react to a 20% loss?
   - How would you react to a 30% loss?
   - Historical reaction to market drops

5. RETURN EXPECTATIONS
   - Expected annual return
   - Understanding of risk/return tradeoff

6. BEHAVIORAL QUESTIONS
   - Scenario based questions
   - Past behavior during market volatility

Create 20-25 questions total
Use multiple choice format
Include scoring guide at end
Result categories: Conservative/Moderately Conservative/Moderate/Moderately Aggressive/Aggressive

Source: https://promptzyo.com/prompt/risk-tolerance-assessment