How to Analyze the Independent Investor Type
Here are some strategies for overcoming this behavioral investor type's biases.
This is the 10th article in a series focusing on behavioral investor types, and it is intended to help advisors strengthen their relationships with their clients by helping them better understand financial personalities. Once advisors understand the various investor types at play, they can adjust their advisory approach for each type.
In last month's article, we reviewed the case of the Masters family, a high-net-worth couple. By way of refresher, here are some of the salient points about the case: