Addressing a Prospect Who is OK with Losing Money
Автор: The Taylor Method
Загружено: 2022-06-07
Просмотров: 396
When a prospect is OK with losing money in their portfolio, that's ok. They simply have a different risk profile and understand that investing in equities comes with the territory of losing money every now and again.
The way you can address a prospect like this is by explaining what happens in the distribution phase vs the accumulation phase, and why it would make sense to put some of their money into safer investments during the distribution phase.
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