'Hows' can be so focused on completing tasks that they may lose sight of why they are conducting the tasks. Meanwhile the 'whys' are typically able to understand what they want out of life.
Estimated reading time: 0 minutes, 24 seconds
How to Best Serve the Two Different Types of Clients
It’s important for advisors to understand how to service the two broad categories of investors—the “whys,” or those who focus on why investment decisions are made, and the “hows,” or those who focus on how portfolios are constructed. So reports ThinkAdvisor.
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