The evolution of how clients pursue and use the talents of an investment or financial advisor have changed dramatically over the past decade. With the movement towards robo-advisors and the plethora of information provided by our omnipresent world wide web, makes investing both easier and harder. Understanding your client is imperative. Over the past several years, many schools of thought have embraced how emotions play into our money making decisions, even subconsciously drive them.
Check out Inver’s latest article published this month in Insurance News Net on behalf of Jackson National Life.