Every investor is unique. That's why reading a client’s needs and creating a portfolio to meet their goals is the hallmark of a great advisor. And we just made your job a little easier!
Using the Risk Number® as a guide, we highlighted four types of investors we encounter day in, day out. For each type, we’ve included:
The qualities they look for in their financial advisor
Investment strategies that play to their strengths
Ever said, “I wish these clients had a playbook”?