Learn how to convince an overly aggressive investor to act wisely.
- Key behavior attributes of an overly aggressive investor
- 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 Advisor’s Playbook for an Overly Aggressive Investor
This type of investor is hard to convince that they may be taking unnecessary risks in their portfolio.