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Behavioral Intelligence

Discovering Aspects of Your Clients Financial Personality

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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?
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