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一位理财师的私人理财经验,其对失败的反思和对成功的提炼都可为投资者借鉴我原来是个很激进的人。大学毕业后,我从金融转到理财,因为做理财要熟悉所有的金融产品。只有对产品了解了,才能为客户做资产配置、提供专业性意见。在熟悉产品的过程中,我开始炒股。2005年入行之前,我只买过保险。当时我
A financial planner’s personal financial management experience, its failure to reflect on the success and refinement for investors can learn from what I used to be a very radical person. After graduating from college, I switched from financial to financial management, because financial management should be familiar with all financial products. Only to understand the product, in order to do the customer asset allocation, provide professional advice. In the process of getting familiar with the product, I started stocks. Before I started in 2005, I only bought insurance. At that time, I