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Advisor Insights

How to Advise Preservers

Here are some strategies for overcoming this behavioral investor type’s biases.


This is the sixth article in a series focusing on behavioral investor types and is intended to help advisors strengthen their relationships with their clients by helping them better understanding clients' financial personalities. Once advisors understand the various investor types at play, they can adjust their advisory approach for each type. 

Last month, we reviewed the case of Gina Fleming, a high net worth individual. Here are some of the salient points about the case:

Michael Pompian does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.