Working with the Emotional Investor
“Essentially, it’s my belief that all investing is emotional, and that wealth advisors must realize this and appreciate it, if they are to understand their clients and be of greatest service to them. Once they understand that investor behavior (especially in situations of high-stakes) is driven more by emotions than reason, they can build relationships with clients based on a knowledge of an individual’s unique personality, emotional make-up, and risk tolerance.”
-Chris White, author, Working with the Emotional Investor.
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