Working with the Emotional Investor ─ Financial Psychology for Wealth Managers
商品資訊
ISBN13：9781440845123
出版社：Praeger Pub Text
作者：Chris White; Richard Koonce
出版日：2016/08/31
裝訂／頁數：精裝／180頁
商品簡介
An invaluable resource for wealth managers advising individuals, couples, and families, this book explains why human emotions drive all investor behavior and makes a powerful case for why advisors need to be aware of such emotions in advising clients—especially in high-stakes situations.
‧ Outlines a powerful and insightful client management approach that wealth advisors and financial consultants can use to build stronger, more enduring relationships with all types of clients
‧ Highlights effective strategies that advisors can use to advise their clients, especially in high-stakes situations of market volatility or economic uncertainty
‧ Enables financial advisors to understand the subtle emotional factors and hidden human psychology that drive all investing and wealth management discussions and decision making
‧ Provides insights distilled from more than 20 years of experience in wealth management
作者簡介
Chris White, CFA, CIC, is a senior investment counselor at Hemenway Trust Company, LLC, a Boston-based wealth management firm.
Richard Koonce is an accomplished author, executive coach, and former broadcast journalist based in Philadelphia, PA.
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