Learn how to convince a cash hoarder to invest wisely.
- Key behavior attributes of a cash hoarder
- Tools to assess their risk profile and identify their motives
- Strategies to overcome push-back and objections
- Checklist to master the process of convincing them to act wisely
The ‘Cash Hoarder’ Playbook for AdvisorsThis type of investor is hard to convince that hoarding cash also comes with risk.
Learn how to analyze and review a cash hoarder’s portfolio
Find ways to overcome their objections and demonstrate risk