customer trust. . Lack of control.
Posted: Mon Dec 23, 2024 7:22 am
Investment consultants are required to provide diversified and step-by-step services. What kind of product manager does the end need? The purpose of the end product manager is to improve the work efficiency of the supply side, so the end demand is mainly oriented to business problems. This is a more important point of the end product. The end product serves a subject. View details> You can try to divide the investment advisory service products into fund selection consulting, investment strategy consulting, full commission trading, etc., and provide matching investment advisory services according to customer needs.
Senior fund investors. Enjoy the sense of control israel phone number example over investment, have a sense of the market, have investment strategies, and like independent trading. Because there are too many homogeneous fund products, customers often need professional fund selection consulting services to screen out high-quality funds to support their own ideas to seize market opportunities and complete investment. For example, "I think the new energy vehicle industry will develop well in the future and I want to choose a suitable fund product. As a result, there are more than a hundred new energy funds after searching. Which one should I choose?" Half-baked fund investors.
After investing for a long time, I still don't know how to do it. Many of them are emotional operations. They hold a lot of funds and don't know when to add or sell. They are new to investing. Such customers need scientific investment strategy consulting services to check their positions, tell them how to adjust their positions, tell them whether they are chasing ups and downs, remind them not to trade frequently, how long they should hold, and when they should stop profit, etc. Novice investors. They don't know anything but want to make a little money.
Senior fund investors. Enjoy the sense of control israel phone number example over investment, have a sense of the market, have investment strategies, and like independent trading. Because there are too many homogeneous fund products, customers often need professional fund selection consulting services to screen out high-quality funds to support their own ideas to seize market opportunities and complete investment. For example, "I think the new energy vehicle industry will develop well in the future and I want to choose a suitable fund product. As a result, there are more than a hundred new energy funds after searching. Which one should I choose?" Half-baked fund investors.
After investing for a long time, I still don't know how to do it. Many of them are emotional operations. They hold a lot of funds and don't know when to add or sell. They are new to investing. Such customers need scientific investment strategy consulting services to check their positions, tell them how to adjust their positions, tell them whether they are chasing ups and downs, remind them not to trade frequently, how long they should hold, and when they should stop profit, etc. Novice investors. They don't know anything but want to make a little money.