_your-cure-for-the-common-advisor-pitch.jpg "Your Cure For The Common Advisor Pitch from stress testing Video Screenshot Preview")
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⏲ Duration: 2 min 72 sec
✓ Published: 03-Nov-2014
✓ Published: 03-Nov-2014
Description:
Switching advisors is like changing a personal physician, would that be an easy step for you? In order to win clients you must understand their personality type. Some investors are phobic about being involved in any financial decisions. Others love the challenge and want to be educated. But they want to be educated by an expert, not someone who shows typical charts and tables a la Yahoo or Morningstar. Becoming an expert is easier than you think. Portfolio Crash Testing can reveal hidden risks i
Switching advisors is like changing a personal physician, would that be an easy step for you? In order to win clients you must understand their personality type. Some investors are phobic about being involved in any financial decisions. Others love the challenge and want to be educated. But they want to be educated by an expert, not someone who shows typical charts and tables a la Yahoo or Morningstar. Becoming an expert is easier than you think. Portfolio Crash Testing can reveal hidden risks i
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