This is the twelfth article in a series focusing on behavioral investor types, and it is intended to help advisors strengthen their relationships with their clients by helping them better understand financial personalities. Once advisors understand the various investor types at play, they can adjust their advisory approach for each type.
In last month’s article, we reviewed the case of Tony Highsmith, a young sales executive. By way of refresher, here are some of the salient points about the case:
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Michael Pompian does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.