Discovering Aspects of Your Clients Financial Personality

Matching personality types and communication styles allows advisors to adapt to their client’s/prospect’s preferred style to ensure suitability, compliance and client satisfaction.

Listen to the podacst and discover:

What does financial personality mean?

Define what are Behavioral Biases.

What factors make up a person’s Risk Profile?

How does financial personality affect advisor/investor decision-making?

How can advisors use these insights to help clients achieve their goals?