Posts Tagged 'Investor behavior'

Citizen vs Investor Hat

With all the noise and rhetoric coming at your clients from the media and Washington, how do you keep them focused? Consider using this.

“Mr. And Mrs. Client, as we are having our discussion today, you will find yourself wearing two hats. Your citizen hat and your investor hat. My job is to discuss both but keep you focused on your investor hat. The citizen hat can be very distractive and destructive towards your investment success. The investor hat is the one that allows you to take action regarding your portfolio.”

Focusing clients on the opportunity or the action item is usually more productive.

Guide: The citizen hat clouds investment decisions.

Action item: Get your clients to realize that they tend to wear two hats.

© 2011 The Advisors Center, LLC – All Rights Reserved

Please leave comments to share with others by clicking the comment link below the title of this article

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 7 other followers

Subscribe to The Guide on Faceboook

Click “Share” to post this to other Social sites

Old Guide Maps

Guide by Catagory