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nanaluo · 2022年12月04日

C选项怎么理解?谢谢!

NO.PZ2022052301000013

问题如下:

Emerald believes there are significant benefits to incorporating behavioral finance as part of their client assessment process and has recently made changes to this effect.

Benefits of the recent changes to Emerald's client assessment process least likely include:

选项:

A.

closer adherence to client expectations

B.

reducing portfolio risk

C.

improving Emerald's client retention metrics

解释:

Incorporating behavioral finance does not have a direct impact on portfolio risk. In some cases, this approach will help encourage a reduction in portfolio risk, but it may also help other clients to take on more risk as appropriate. Investing as the client expects and improvements to client retention metrics are both benefits of incorporating behavioral finance.

C选项怎么理解?谢谢!

1 个答案
已采纳答案

王琛_品职助教 · 2022年12月05日

嗨,爱思考的PZer你好:


选项 C 说的是提升顾问的客户留存率指标,说法正确,对应的是四个方面的第四条:Both client and adviser benefit from the relationship,相当于是原文的改写

这道题我之前刚好总结过,请同学先参考一下:https://class.pzacademy.com/qa/103574

如果还有疑问,可以追问或者评论,我再回答同学的后续疑问哈

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