You’re attuned to your clients’ attitudes towards investing. And the majority of your clients tend to be cautious so the portfolios you’ve constructed for them are aligned with those needs.
Then there are clients who are bolder. Whether it’s because they have long time horizons or are confident in the market, these clients don’t hold back.
Here are some tools that will help you advise them well. Pass them along to clients via email, or share them on Twitter and LinkedIn. There’s a quiz on the interplay between emotions and investments, advice on accurate risk profiles, and investment options your client may not have considered.