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What is a Touch investor?

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Touch Investors prefer to take a hands-on approach to their portfolio and build a close relationship with their financial advisor through frequent communication. Somebody with a high score in Touch believes the way they interact with their investments is very important. Their relationship to investing is shaped by a desire to understand performance drivers and derive comfort from knowing they’re making good decisions. They are excited about wins and successes and have an urge to share the good news with folks around them. They may also be a good sounding board for their friends and family.

A low Touch score means they believe there are more important things to do in life than to keep worrying about their investments – so long as they know they are on track to meet their goals. Their relationship to investing is shaped by a desire to outsource so they can focus on other aspects of life.

It’s critical for a financial advisor to understand the different communication styles associated with varying Touch scores to practice the “Platinum Rule” of treating others the way they want to be treated.

Topics in Touch Investing