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.

Register or login for access to this item and much more

All On Wall Street content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access