Ep 36: How an Advisor Tailors to These Personality Types (Part 2)

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

Welcome to part 2 of our discussion about personality types and how your financial advisor should work with you. Last time we covered four different personality types, and we’ll be continuing that theme today with more personality types.

Most people fit into one of 8 personality categories. Find out which one best describes you.

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

1. The silo stocker
2. The odd couple
3. The gambler
4. The model citizen

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

• Are you a silo stocker? (2:03)

• Are you an odd couple when it comes to finances? (6:28)

• Are you a gambler? (9:59)

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.