NO.PZ2022052301000007
问题如下:
Arzac is working with a marketing consultant to determine how she should market her frm’s services. She describes her ideal clients as people who readily acknowledge their limitations regarding investments, will easily follow her advice, tend to be cautious about their investment portfolios, and are mainly concerned about conserving their capital.
Given Arzac’s description of her ideal clients, her clients could most likely be described as which type of investor personality?
选项:
A.Celebrity
Individualist
Guardian
解释:
Arzac’s ideal clients would most likely be classified as the Guardian investor personality type using the BB&K classifications. Guardians are cautious and concerned about the future, particularly as they approach retirement. They are concerned about protecting their assets and may seek advice from those they perceive as being more knowledgeable than themselves.
B is incorrect because Individualists are independent and confident investors who like to make their own decisions. They are unlikely to easily take advice without doing their own analysis.
A is incorrect because celebrities hold opinions about some things but may be willing to take advice about investing. They only recognize their investment limitations to a certain extent.
如何区分A和C的两种type