Should Your Advisor Tailor A Plan To Fit Your Personality? (Part 1)

Each person has a different and unique personality. It’s part of what makes you, you! So, when it comes to your financial plan, should a financial advisor tailor the plan for your personality? On today’s show we cover part one of the different personalities to see which one you might relate to most and how an advisor can cater to that.

 

Here are the personalities we discuss:

• A victim personality might mean someone is nervous about their investments. (1:47)
• The overanalyzer needs help making a decision. (5:10)
• The do-it-youself-er may think they know better, until they reach retirement age. (8:35)
• The ostrich may try to hide, but that doesn’t make the problem go away. (12:26)

 

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