How to Advise the Follower Investor Type
Michael Pompian shares some strategies for overcoming this behavioral investor type's biases.
Michael Pompian
Michael M. Pompian, CFA, CAIA, CFP, is the chief investment officer of Sunpointe Investments, an investment advisor to ultra-affluent clients and family offices and is based in St. Louis. His book, Behavioral Finance and Wealth Management, is helping thousands of financial advisors globally build better relationships with their clients.
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Advising a Young Risk-Taker
Michael Pompian outlines the case of an aggressive investor with sizable near- and long-term goals.
How to Analyze the Independent Investor Type
Here are some strategies for overcoming this behavioral investor type's biases.
Advising a Couple That Fears a Financial Crisis
Michael Pompian outlines the case of a high-net-worth couple whose investment behaviors may get in the way of their goals.
How to Advise the Accumulator Investor Type
Here are some strategies for overcoming this behavioral investor type's biases.
Advising a High-Earning, Risk-Taking Pre-Retiree Using Behavioral Investor Types
Michael Pompian's second case study features a a high earner on the brink of retirement who likes taking investment risks.
How to Advise Preservers
Here are some strategies for overcoming this behavioral investor type’s biases.
Advising a Too-Conservative Retiree Using Behavioral Investor Types
Michael Pompian's first case study features a high-spending retiree with a cautiously positioned portfolio.
How Advisors Can Help Independents and Accumulators Succeed
These two investor types have investing strengths and weaknesses. Here’s how to best advice each.
How Advisors Can Help Preservers and Followers Succeed
These two investor types have investing strengths and weaknesses. Here’s how to best advice each.