Review Detail

Dr. Murtha is building on the prior sessions to continue the learning process for A4A members and today's session was a deeper dive into the technical factors to be aware of in a client's personality. Towards the end, ,the summary of certain types of investors (depicted by thumbs up or down in the pie chart) was also helpful to apply some of the principles learned today into a format which can be used to identify certain client types. Please continue with this wonderful series!