Finding a client's investment attitude is no easy task. Just ask any advisor. But knowing what an investor wants and how his or her feelings color decision-making is becoming more crucial in the increasingly competitive world of attracting and retaining high-net-worth clients.
While several financial companies are embracing the idea of behavioral finance, Barclays Wealth Management is one of the leaders in applying it to the real world. The firm has pinpointed more than 1,200 distinct investor-personality types along with specific strategies for advisors on how to relate to them.
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