Investors hire financial advisors because they want to have a leader who will give them expert advice and guide them to reach their investment plan goals.
However, too many investors do not have leadership that is founded on clarity. In this episode, Mark Pearson takes a critical look at the typical client journey to help investors consider how they’re being served.
In today’s episode on the importance of leadership, Mark discusses:
- The biggest mistakes advisors make with their risk tolerance questionnaires
- Why “risk” and “volatility” do not belong in the same sentence
- The three real areas of risk for investors
- Mark’s real-life experience with investors reacting emotionally to their investments
- And more!
Tune in now to learn how clarity-based leadership can help you reach your investing goals!
Resources: NEPSIS, Inc.