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.

Quiz: How do emotions affect investments

Build a better risk profile

Lower your leverage risk

Consider a concentrated portfolio

How to invest in high-end commercial property

Look to small caps for big returns

Try out the suite of other helpful tools on AdvisorToClient, including Action Steps, Conversation Starters and ready-to-go client Worksheets and Presentations.

Originally published on Advisor.ca

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