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English(EN) Being A Good Listener Led This Advisor To A $3.5 Billion Financial Planning Practice

财务顾问Brian Sak运用心理学打造了35亿美元的业务

作者 PulseAugur 编辑部 · [1 个来源] ·

Granite Harbor Advisors的创始人Brian Sak建立了一个重要的财务规划业务，管理着35亿美元的资产。Sak利用心理学和行为金融学的原理来指导客户，强调财务决策往往由情感需求驱动，而非纯粹的财务指标。他的公司为美国约500个家庭提供服务，专注于管理长寿、通货膨胀、市场波动、利率和税收等风险，同时优先考虑税收效率和遗产规划。 AI

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在 Forbes — Innovation 阅读 →

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财务顾问Brian Sak运用心理学打造了35亿美元的业务

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报道来源 [1]

  1. Forbes — Innovation TIER_1 English(EN) · Sofia Chierchio, Forbes Staff ·

    成为一名优秀的倾听者，帮助这位顾问建立了价值35亿美元的财务规划业务

    Brian Sak thought he wanted to become a psychologist until he realized how much school it would require. Switching to finance, he soon realized that being a great wealth manager often requires the same skills as a therapist.

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