Advisor Insights

How to Advise the Accumulator Investor Type

Michael Pompian

This is the eighth article in a series focusing on behavioral investor types and is intended to help advisors strengthen their relationships with their clients by helping them better understanding clients' financial personalities. Once advisors understand the various investor types at play, they can adjust their advisory approach for each type. 

Last month, we reviewed the case of Gary Rossington, a high-net-worth individual.  Here are some of the salient points about the case: