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Learn how to convince an overly aggressive investor to act wisely

In this advisor ebook, you will learn:

ebook cover for financial advisors to help convince high risk taker clients to act wisely conference room settings with real people-3
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  • 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

Learn about tools for assessing their risk profile

How to convince them they may be taking unnecessary risks

Find which questions will bring light to their investing habits

Trusted By Firms With $100B+ assets Under Management

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