'MOOD to INVESTING' is the term that is easily identifiable with clients in understanding how they feel about their investments.
Naturally most people are risk adverse so by speaking with your clients in a more positive manner, rather than the traditional, risk and reward position.
Today's investors also want to be able to access their portfolios whenever the mood strikes them, so investment advisers need to make themselves available at all times.
A great Adviser understands the clients Mood to Investing and advises the client when it is the right time to BUY and to SELL
A great Adviser is there to protect the client from an non-performing market but more importantly protect the client from an knee-jerk reaction.
A great Adviser should be proactive about alerting clients when changes in the economy, the markets or even the government could have a big impact on their portfolio. They should also be able to talk to their clients about how these changes may affect their investment choices.
Our system makes managing client expectations and market performance easy.
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