Jessie看起来也很像Guardian啊因为她担心Future和protect assets 这类人不是应该向她展示专业性吗？然后Flora看起来像Adventure啊
问题如下图：
选项：
A. 
B. 
C. 
解释：
企鹅_品职助教 · 2020年01月07日
嗨，努力学习的PZer你好：
同学判断的很正确，Jessie是Gardian, 也就是PP，这种人很容易担忧和焦虑，因此对待他们要给big-picture的建议来获得信任，不能给具体的分析指标，因为他们本来就容易焦虑，听到一大堆自己不懂的信息就更焦虑了。
Flora是Adventurer, 也就是AA，这种人很难打交道，因为他们很自信很有自己的想法。但是F同学的投资是有问题的，她大量运用杠杆，而且投资集中在三四只股票上，这种做法的风险是非常大的，基金经理应该和F同学讨论，不能因为F同学自己很自信就不去管她。B选项用的是discuss, 讨论，并不是一定要F同学按自己的说法来做，讨论只是对客户负责。
-------------------------------努力的时光都是限量版，加油！
NO.PZ2018091702000014 问题如下 There are three clients with fferent characteristics:(1) Eve is a 40 years olchemist an passive investor who wants her portfolio return to stable ansafe. She hlow risk tolerananwonrs if it is appropriate to invest a large position of money in employee stooption. (2 )Flora is a 42 years olbanker who largely uses leverage in investment anconsumes with cret car. She rectly invests in three or four stocks, anshows strong confinafter she rea positive articles about these stocks in locnewspaper.(3) Jessie is a 66 years olhigh net-worth investor. She founa successful manufacturing company, whiis now manageher son. Her primary gois to maintain the revalues of her assets ansupport her living expenses. Jessie worries about the market volatiles anregularly seeks for aice.a financiconsultant of these clients, you are least likely to: A.ask Eve to versify her investment portfolio rather thfocus on her employer’s stocks. B.scuss with Flora to improve her investment cision-making process. C.give Jessie the tailefinanciincators suPE ratio anrisk-austereturns. C is correct.考点客户类型和特征解析Jessie只要求维持现有资产而非追求收益，担心变化容易担忧和焦虑，这些特征说明她是passive preserver。对于这一类型的客户，无需提供详细的指标分析，因为知道得越多她反而越紧张，用通俗易懂的语言获得Jessie的信任然后提供投资建议更适合。 B 里面F应该是AA，他的方式不是最好控制他的决策环境吗？为什么还和他讨论。C客户我认为从这里无法判断是PP或者FF，如果是FF，就没有问题，请老师解答，谢谢
NO.PZ2018091702000014 问题如下 There are three clients with fferent characteristics:(1) Eve is a 40 years olchemist an passive investor who wants her portfolio return to stable ansafe. She hlow risk tolerananwonrs if it is appropriate to invest a large position of money in employee stooption. (2 )Flora is a 42 years olbanker who largely uses leverage in investment anconsumes with cret car. She rectly invests in three or four stocks, anshows strong confinafter she rea positive articles about these stocks in locnewspaper.(3) Jessie is a 66 years olhigh net-worth investor. She founa successful manufacturing company, whiis now manageher son. Her primary gois to maintain the revalues of her assets ansupport her living expenses. Jessie worries about the market volatiles anregularly seeks for aice.a financiconsultant of these clients, you are least likely to: A.ask Eve to versify her investment portfolio rather thfocus on her employer’s stocks. B.scuss with Flora to improve her investment cision-making process. C.give Jessie the tailefinanciincators suPE ratio anrisk-austereturns. C is correct.考点客户类型和特征解析Jessie只要求维持现有资产而非追求收益，担心变化容易担忧和焦虑，这些特征说明她是passive preserver。对于这一类型的客户，无需提供详细的指标分析，因为知道得越多她反而越紧张，用通俗易懂的语言获得Jessie的信任然后提供投资建议更适合。 如果FLORA是A他应该无法接受别人跟他讨论才对, 老师建议直接抢过主动权, 那B为何不能选?
NO.PZ2018091702000014问题如下 There are three clients with fferent characteristics:(1) Eve is a 40 years olchemist an passive investor who wants her portfolio return to stable ansafe. She hlow risk tolerananwonrs if it is appropriate to invest a largeposition of money in employee stooption. (2 )Flora is a 42 years olbanker who largely uses leverage in investment anconsumes with cret car. She rectly invests in three or four stocks, anshows strong confinafter she rea positive articles about these stocks in locnewspaper.(3) Jessie is a 66 years olhigh net-worth investor. She founa successful manufacturing company, whiis now manageher son. Her primary gois to maintain the revalues of her assets ansupport her living expenses. Jessie worries about the market volatiles anregularly seeks for aice.a financiconsultant of these clients, you are least likely to: A.ask Eve to versify her investment portfolio rather thfocus on her employer’s stocks.B.scuss with Flora to improve her investment cision-making process.C.give Jessie the tailefinanciincators suPE ratio anrisk-austereturns. C is correct.考点客户类型和特征解析Jessie只要求维持现有资产而非追求收益，担心变化容易担忧和焦虑，这些特征说明她是passive preserver。对于这一类型的客户，无需提供详细的指标分析，因为知道得越多她反而越紧张，用通俗易懂的语言获得Jessie的信任然后提供投资建议更适合。 如题，感觉Eva也是PP，会出现同样类型投资者的情况么
NO.PZ2018091702000014问题如下 There are three clients with fferent characteristics:(1) Eve is a 40 years olchemist an passive investor who wants her portfolio return to stable ansafe. She hlow risk tolerananwonrs if it is appropriate to invest a largeposition of money in employee stooption. (2 )Flora is a 42 years olbanker who largely uses leverage in investment anconsumes with cret car. She rectly invests in three or four stocks, anshows strong confinafter she rea positive articles about these stocks in locnewspaper.(3) Jessie is a 66 years olhigh net-worth investor. She founa successful manufacturing company, whiis now manageher son. Her primary gois to maintain the revalues of her assets ansupport her living expenses. Jessie worries about the market volatiles anregularly seeks for aice.a financiconsultant of these clients, you are least likely to: A.ask Eve to versify her investment portfolio rather thfocus on her employer’s stocks.B.scuss with Flora to improve her investment cision-making process.C.give Jessie the tailefinanciincators suPE ratio anrisk-austereturns. C is correct.考点客户类型和特征解析Jessie只要求维持现有资产而非追求收益，担心变化容易担忧和焦虑，这些特征说明她是passive preserver。对于这一类型的客户，无需提供详细的指标分析，因为知道得越多她反而越紧张，用通俗易懂的语言获得Jessie的信任然后提供投资建议更适合。 II和AA区别是？。zzz
NO.PZ2018091702000014问题如下 There are three clients with fferent characteristics:(1) Eve is a 40 years olchemist an passive investor who wants her portfolio return to stable ansafe. She hlow risk tolerananwonrs if it is appropriate to invest a largeposition of money in employee stooption. (2 )Flora is a 42 years olbanker who largely uses leverage in investment anconsumes with cret car. She rectly invests in three or four stocks, anshows strong confinafter she rea positive articles about these stocks in locnewspaper.(3) Jessie is a 66 years olhigh net-worth investor. She founa successful manufacturing company, whiis now manageher son. Her primary gois to maintain the revalues of her assets ansupport her living expenses. Jessie worries about the market volatiles anregularly seeks for aice.a financiconsultant of these clients, you are least likely to: A.ask Eve to versify her investment portfolio rather thfocus on her employer’s stocks.B.scuss with Flora to improve her investment cision-making process.C.give Jessie the tailefinanciincators suPE ratio anrisk-austereturns. C is correct.考点客户类型和特征解析Jessie只要求维持现有资产而非追求收益，担心变化容易担忧和焦虑，这些特征说明她是passive preserver。对于这一类型的客户，无需提供详细的指标分析，因为知道得越多她反而越紧张，用通俗易懂的语言获得Jessie的信任然后提供投资建议更适合。 老师请问，Jesse不是Frieny Followers吗？regulseeks for aice