Jeff is a new client.

Vendor: CSI
Product: IFC
Update on: Dec 16, 2025
Questions: 447

CSI IFC Question Answer

Jeff is a new client. He is 50 years old with modest savings in the low six figures, and wants to reinvest his portfolio to ensure that he can retire comfortably at age 65. In his meeting with Jeff, the advisor uncovered some of Jeff’s biases. Jeff displayed several strong emotional biases along with a few weak cognitive biases. What should the advisor do?

The advisor should moderate and adapt to Jeff’s cognitive biases

The advisor should moderate and adapt to Jeff’s emotional biases

The advisor should moderate Jeff’s emotional biases

The advisor should adapt to Jeff’s cognitive biases