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菱秋秋 · 2021年05月06日

AA是不是有个特性是不听别人的建议呀,这里为什么没有体现呢

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NO.PZ201511190100001003

问题如下:

King prepares for a meeting with Lani Mikaele, a client who founded a successful, fast-growing business that has made her wealthy. Unlike many other clients, Mikaele is very involved in the decision-making process with King. She calls King often to suggest purchasing and selling positions, resulting in a higher turnover rate relative to other clients. 

At a business lunch last year, King recommended that Mikaele purchase shares of Withrow Inc., which has high growth potential but pays no dividends. Following their discussion, Mikaele was enthusiastic about the potential returns, so she followed King’s recommendation and bought Withrow shares.


Determine the BIT (PP, FF, II, AA) most likely to be assigned to Mikaele.(circle one)

Passive Preserver

Friendly Follower

Independent Individualist

Active Accumulator


Justify your response.


解释:

Active Accumulator


Mikaele is most likely to be classified as an Active Accumulator (AA).

●Mikaele is actively involved in the investment decision-making process.

●Mikaele exhibits a high risk tolerance as evidenced by her founding of a successful fast-growing business.

●Mikaele has a high net worth resulting from the success of her business, a characteristic of the AA.

●Mikaele’s account exhibits a high turnover rate relative to other clients.

Mikaele is most likely to be classified as an Active Accumulator (AA). She is heavily involved in the investment management process. Mikaele exhibits a high-risk tolerance, evidenced by her founding a successful fast-growing business, and has accumulated significant wealth. Additionally, Mikaele’s account has a relatively high turnover rate. These are all characteristics of an AA. 


AA的特征是不是不听从别人的建议呀?
1 个答案

Olive_品职助教 · 2021年05月08日

嗨,努力学习的PZer你好:


AA的特征如下:

简单来说就是很自信、投资很激进,喜欢对投资的掌控感。因为emotional bias偏多,所以在跟AA类型的客户沟通的时候,虽然很难沟通,但是也有针对他的沟通方式:

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