问题如下：
When advising his clients, Wang is least likely to:
选项：
A.educate Perez on the benefits on portfolio diversification.
B.limit Johnson’s role in the investment decision-making process.
C.provide Patel with details like standard deviations and Sharpe ratios.
解释：
C is correct.
This would not be an effective way to advise Patel. Given Patel’s information, he is likely to be more receptive to “big picture” advice that does not dwell on details like standard deviations and Sharpe ratios. He is emotionally biased and providing excessive cognitive detail will lose his attention. He needs to be convinced of his advisor’s general philosophy first and then, as trust is gained, he will respond to advice and take action. (Patel is a Passive Preserver.)
- 师能解释一下为什么B不对而C对呢？
- C里面不是提到了Patel is concerned about protecting his assets and often seeks advice from those he perceives as being more knowledgeable than himself.如果给他展示一些专业技能不是更能获得青睐吗？谢谢
