We understand that investors don’t always act rationally when it comes to making decisions about their financial future. Although no one can predict the future, understanding an investor’s beliefs and attitudes, as well as how they relate to others, can help them better prepare for uncertainty and maintain a productive and satisfying relationship with their financial advisor.
The CLS Investor BluePrintTM assessment is the first in a line of products that will help advisors gain a more in-depth understanding of their clients by tapping into behavioral patterns that have the potential to affect how people think about and navigate an uncertain future under the guidance of a financial advisor.
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