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Cannon solves problems and develops problem solvers. We start from a position of discussion and discovery to best understand our clients and their desired outcome.
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This month’s article is the “capstone” article that reviews the process for identifying Behavioral Investor Types or BITs. As we have discussed, understanding the type of clients an advisor has is important because individuals are different in the way they process information, vary in the way they behave when faced with a financial decision, and have different risk preferences. It is therefore essential that advisors interact with each client in a way that is effective.