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凉茶325 · 2021年11月20日

B不对的原因

NO.PZ2018091702000023

问题如下:

Sophia is a senior manager of a plastic manufacturing corporation, 60-year-old. She has an investment portfolio with $600,000, and 75% is invested in her employer’s stocks. She is cautious and worried about future stock market, therefore, she invests only in which she is familiar with. In her risk tolerance questionnaire, she expresses low risk tolerance and wants to maintain the current value of her assets.

The most effective way to advise Sophia would be:

选项:

A.

show her details, such as how to choose stocks by volumes and trend.

B.

report the underperformed and outperformed stocks regularly.

C.

gain her trust and give "big picture" advice.

解释:

C is correct.

考点识别投资者类型以及如何沟通

解析Sophia属于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获得Sophia的信任然后提供一些宽泛的建议告诉她如何实现目标,是最有效的方法

是不是也是因为这段话属于告诉了客户细节?

1 个答案

王琛_品职助教 · 2021年11月21日

嗨,爱思考的PZer你好:


不选 B 主要是因为缺乏针对性,题干问的是 most effective way,而选项 C 是原版书中有明确关键词的

关于不选 B 的详细分析,也请参考:https://class.pzacademy.com/qa/59623

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努力的时光都是限量版,加油!

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