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Ep 36: How an Advisor Tailors to These Personality Types (Part 2)
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Welcome to part two 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 the remainder of our financial personalities.
Most people fit into one of 8 personality categories. Find out which one best describes you and what that means when it comes to financial planning.
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)
Get additional financial information: https://sephtonfinancial.com/podcasts/
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