Any loss is likely to damage

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. Inconsistent goals Most investment advisors focus on the asset allocation plan they provide, with the goal of outperforming the performance benchmark to demonstrate professional strength, but the goal of customers is to make a profit. In the past, when selling funds, they promoted "stock market investment is difficult, so leave the investment to professional fund managers". Now when selling investment advisory products, they promote the professionalism of investment advisors in the same way. Although investment advisors are more professional than most customers, like fund managers, they cannot guarantee stable performance and it is difficult to guarantee that performance targets will be absolutely achieved.



They cannot provide a continuously profitable israel phone number example holding experience. Customers entrust their money to investment consultants for investment, giving up the initiative to invest, but they do not feel that they are served during the holding period. They are all presented with the same market information and preaching. If customers lose money on their own investment, they have the initiative and are willing to accept the loss, so their mentality is stable; but if the investment consultant loses money, the customer will continue to be charged the investment consultant service fee, which makes them feel that they have lost money twice.



Second, try to solve the problem. The above experience problems are mainly attributed to two reasons. On the one hand, the investment consultant service product mentality is single and cannot adapt to the needs of different customers. On the other hand, the "consulting" form is too simple, and the investment strategy is recommended through a simplified questionnaire. It hopes that customers will give up their investment autonomy and entrust their funds to the investment consultant for operation. There is a lack of a process to gradually gain the trust of customers. Different customers face different problems when investing in funds, and the corresponding investment consultant services they need are also different.