NO.PZ2018091702000023
问题如下：
Sophia is a senior manager of a plastic manufacturing corporation, 60-year-old. She has an investment portfolio with $600,000, and 75% is invested in her employer’s stocks. She is cautious and worried about future stock market, therefore, she invests only in which she is familiar with. In her risk tolerance questionnaire, she expresses low risk tolerance and wants to maintain the current value of her assets.
The most effective way to advise Sophia would be:
选项：
A. show
her details, such as how to choose stocks by volumes and trend.
B. report
the underperformed and outperformed stocks regularly.
C. gain
her trust and give "big picture" advice.
解释：
C is correct.
考点：识别投资者类型以及如何沟通
解析：Sophia属于passive preserver。对于这一类型的客户，无需提供详细的指标分析，因为知道得越多她反而越紧张，获得Sophia的信任，然后提供一些宽泛的建议，告诉她如何实现目标,，是最有效的方法。
是不是也是因为这段话属于告诉了客户细节？
