Ep 35: How an Advisor Tailors to These Personality Types (Part 1)

Are you tired of one-size-fits-all financial advice that doesn’t quite fit your unique needs and goals?

In this episode, we’ll tackle the question of whether an advisor should tailor a plan to fit your personality. We’ll discuss the pros and cons of different approaches and explore how understanding your financial personality can help you make more informed decisions.

These are the four personality types we’ll discuss in part one:

1. The victim
2. The over-analyzer
3. The do-it-yourselfer
4. The ostrich

Here’s some of what we’ll discuss in this episode:

•The financial personality is scarred from something that’s happened to them in their financial journey. (1:55)

•How we work with people that over-analyze to the point of being unable to make a decision? (5:55)

•The do-it-yourselfer does a good job but are they able to understand every piece of the financial puzzle?  (9:31)

•The person that buries their head in the sand to avoid having to learn everything about their portfolio. (15:00)

If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.