Description
今回は、実務でありがちな投資相談アドバイスについて話しました。 具体的な相談内容は二つ ①相談者が非合理的な投資を行っている場合、どう指摘したりアドバイスするか？ ②50代から投資を始めて、インカム中心の投資を検討している です。投資アドバイスってアドバイスする方にもリスクがありますが、証券セールスとかのように具体的な投資銘柄や投資先をアドバイスするよりも「どう考えるか？」について話すのが基本だと思います。
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