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Very interesting topic, and timely as well. I did take the assessment myself a month or two ago, and it was certainly enlightening. It told me things that I wasn't conscious of with respect to my investment habits. Useful things. Today, Slide 27 was telling in that advisors see RISK as Quantitative (market up, market down, percent loss) and clients see RISK as Qualitative (can I reach my goals). Slide 35, Client Know Yourself, is critically important. I discovered this with a client during March who sold.

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