Investor Personality Part 2 (1 Credit)
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I like the idea that this can be a client retention tool and to help a client understand who they are investment wise. Also, it would be good to know about potential new clients who may want to hire us. Do we want to take on this particular new individual? Does this person fit our firm's personality? Finally, what clients do we want to fire after we go through the explanation of their investment traits.
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Frank does a good job relating the ideas to their significance in how they can influence the interactions between the advisor and the client. It serves the advisor twice. Once, in giving the advisor a better understanding of themselves and their own behaviors as well as the ability to recognizing the beliefs and behaviors of their clients.
