Client Engagement Skills Business Problem Different Investors as client approached the investment advisor, who after analysing their interview survey in the Assignment 1 has identified some behavioural and emotional issues of the clients towards the investment. One of Client is overconfident though initially made some profits after that incurred huge losses and other who is beginners makes investment completely on emotions. As a Financia…
Client Engagement Skills Table of Contents The problem Statement Describing the Problem Statement Portfolio Theory vs. Behavioral Finance. Prospect Theory and Investor Behavior The Critical Analysis. Similarities or Dissimilarities in the opinions of the interviewees. Strengths and Weaknesses of Interview Comments. Summary. Reference. The Problem Statement Emotions highly impact the investment decision process …
Client Engagement Skills All the investors are not always rational and their decisions are influenced by their own biases. Clients sometimes make cognitive errors that may lead to the incorrect or ineffective decisions. Heuristic simplification comes under the concept of behavioural finance. This error or problem is concerned with effective and efficient processing of information. Individuals often rely on shortcuts as helping measures while u…
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