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Understanding Investing Competencies with the Investor Profile
May 7 @ 11:30 am - 12:30 pm EDT
What does it take to be a great investor? How can you identify key competencies of your prospects and clients, and help them improve? Join us for a webinar on using assessments to identify and guide better client investing behaviors. We’ll review the factors that relate to psychological risk tolerance and demonstrate how assessment results can be used to guide better investing decisions. You’ll also see a demo of DataPoints’ assessment platform.