AccuProfile

Product Infographic captions

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  The investor personas are based on how clients tend to behave when the market goes up or down. It helps you quickly identify clients in need of more hand-holding.

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  Based on research from MIT, 51% of investors are passive investors, who tend to believe in buy and hold.

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  Chasing Cheetahs tend to chase the market trends. They are more prone to strong emotions and behavioral biases.

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  Like routine eye exams, routine Cognitive Ability Tests identify cognitive declines timely to protect baby boomers. Your clients will see it themselves so you don't have to be the messenger.

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  Getting trusted family members and professionals involved in a timely fashion is critical to preventing poor financial decisions or becoming a victim of fraud.

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  Building the relationship with the clients' adult children early will help you keep the assets during the generational wealth transfer.

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  Understanding the emotions and behavioral biases helps you better manage clients and helps your clients better understand themselves.

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  Money is an emotional matter. All of us are subject to emotions to various degrees, impairing judgment at times.

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  Mini-surveys assess common behavioral biases such as loss aversion, overconfidence and herding. Using two to five questions, each mini-survey assesses a specific aspect of behavior.