Take biases into account in prospect meetings
Articulate the cost of biases to prospects and clients
Create investment solutions that work with each of the 4 investor types
Improve ability to implement programs, through a case study review
Find an SEM Advisor in your area
SEM works with advisors across the country who help individuals develop a personalized financial plan & customized investment portfolio. To request a free consultation from an advisor in your area, please fill out the form below. (SEM will only share this information with the selected advisor.)