Investor Personality Part 2 (1 Credit)

Would like to know how Advisor personality meshes with investor personality.

Dr. Murtha is building on the prior sessions to continue the learning process for A4A members and today's session was a deeper dive into the technical factors to be aware of in a client's personality. Towards the end, ,the summary of certain types of investors (depicted by thumbs up or down in the pie chart) was also helpful to apply some of the principles learned today into a format which can be used to identify certain client types. Please continue with this wonderful series!

Low rating on time allotted because the entire class ran to 5:18 Eastern - a full 30% longer than advertised. However, it is interesting to see how some concepts that I've seen elsewhere (e.g. extroversion versus introversion) applied to the financial needs of clients.

Fantastic!