How do you manage an excitable investor that doesn’t understand their risk level?

• Explain how to strike the balance between confidence and overconfidence.
• Describe how to overcome biases in excitable investors.
• Identify how you can help clients navigate peaks in confidence.

• Explain how to strike the balance between confidence and overconfidence.
• Describe how to overcome biases in excitable investors.
• Identify how you can help clients navigate peaks in confidence.

CPD

Approx.30min

CPD

Approx.30min