At the investment advisor entrance, it can abandon the model of customers inputting "risk expectation + return expectation" and then outputting investment advisory strategies. Try to rely on information systems and investment research models to directly analyze the historical trading behavior and position data of platform customers, and take the initiative to deeply understand customers from the entrance. Through analysis, grasp the customer's problems in fund selection, buying and selling operations, asset allocation, etc., understand the customer's actual return and risk expectations. Then, according to the customer's expectations, input his position into the matching investment advisor strategy for analysis and diagnosis, and finally output the current position problems and asset rebalancing solutions for the customer.
Investment advisory allocation strategies may not israel phone number example always make money, but under the same expectations, if the profit and loss results are better than the customer's own account and the customer directly buys the investment advisory portfolio and loses money, it can gain more trust. In addition, the investment advisory strategy has historical data and is not a temporary combination of income calculations, so the credibility is higher. This kind of investment advisory strategy consulting service can not only help users understand themselves more objectively, but also demonstrate the strength of the investment advisor in asset allocation, so that customers can gradually believe in the strength of the investment advisor in the process of enjoying the investment advisory service.
Compared with the investment advisory service products of full-commissioned transactions, the above two investment advisory products have faster feedback, lower experience costs, and feedback results that are closer to the actual needs of "senior investors" and "half-baked investors" in the investment process. Based on this, customers' trust can be gradually obtained and then converted into customers of investment advisory products of full-commissioned transactions. . Support the transfer of assets from self-investment accounts to investment advisory accounts. At present, the customer's self-investment account and investment advisory account are completely isolated.If you want to convert 10% of the trillion-yuan public fund stock market into the investment advisory account, you must first redeem the trillion-yuan public fund stock and then purchase the investment advisory product.