• Investor FOMO...and what advisors can do about it

  • 2023/02/24
  • 再生時間: 27 分
  • ポッドキャスト

Investor FOMO...and what advisors can do about it

  • サマリー

  • Dr. Charles and Dr. Brad open the show talking about FOMO and how it can impact a client's risk profile as well as their communication with their advisor. They then talk about ways that advisors can plan for and respond to FOMO both during and in the beginning of the client-planner relationship. 

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あらすじ・解説

Dr. Charles and Dr. Brad open the show talking about FOMO and how it can impact a client's risk profile as well as their communication with their advisor. They then talk about ways that advisors can plan for and respond to FOMO both during and in the beginning of the client-planner relationship. 

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