C是不对，可是B也不对呀

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NO.PZ201511190100000401

问题如下：

When advising his clients, Wang is least likely to:

选项：

educate Perez on the benefits on portfolio diversification.

limit Johnson’s role in the investment decision-making process.

provide Patel with details like standard deviations and Sharpe ratios.

解释：

C is correct.

This would not be an effective way to advise Patel. Given Patel’s information, he is likely to be more receptive to “big picture” advice that does not dwell on details like standard deviations and Sharpe ratios. He is emotionally biased and providing excessive cognitive detail will lose his attention. He needs to be convinced of his advisor’s general philosophy first and then, as trust is gained, he will respond to advice and take action. (Patel is a Passive Preserver.)

B也不对呀，B客户那么有自信，如果限制他的决策，他也不干呀。

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王琛_品职助教 · 2021年07月09日

嗨，努力学习的PZer你好：

选项 B 没问题哈

Johnson 是 AA，喜欢亲历亲为，希望深度参与投资决策过程。"They are often "hands on", wanting to be heavily involved in the investment decision-making process."

虽然她不喜欢被限制，但是如果放任这样的投资者自己做决定，造成了损失就是基金经理失职。所以这个时候基金经理需要限制他做决策，自己控制局面 "The best approach to dealing with these clients is to take control of the situation."

如果不限制，最终结果可能是双方都不爽 ("the result will likely be an unhappy client and an unhappy adviser.")

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NO.PZ201511190100000401 A怎么不对呢？

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C是不对，可是B也不对呀

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