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So far Positivly has created 7 blog entries.

Don’t Overlook the Importance of Advisor-Client Compatibility

It’s no secret that the financial advisory profession is far from diverse. As of 2020, a full 82% of advisors are White and just 16% are women, according to the Financial Planning Association (FPA). Even worse, less than 4% of the industry are Black or Latino. As the country continues to grapple with the [...]

By |2021-04-17T09:46:24+00:00March 25th, 2021|Advisors, Investing, Personality|0 Comments

Why Every Investor Should Know Their Financial Personality

Individual investing can be an intimidating process, with volumes of contradictory advice competing for your attention. At the same time, there are so many variables for each investor to consider -- their time horizon, their long-term goals, their risk tolerance and more. This can create a situation where, paralyzed by data, an investor builds [...]

By |2021-04-17T09:47:32+00:00March 16th, 2021|Individuals, Investing, Personality|0 Comments

Using Financial Personality to Guide the Advisor-Client Relationship

All financial advisors are familiar with the phrase: “Know Your Client.” It all boils down to the importance of knowing the priorities of the person you are advising. The guidance you lend to your clients may change what is financially possible for them years down the road -- from what house they can afford, [...]

By |2021-04-17T09:47:56+00:00March 14th, 2021|Advisors, Investing, Personality, Risk|0 Comments

A Conversation With Positivly Co-Founder & Chief Product Officer Iain Gillespie

Unlocking the Power of Personality in Investing: A Conversation with Positivly’s Iain Gillespie   Positivly is combining the principles of positive psychology with modern wealth management to create stronger connections between people, their advisors, and their wealth. It’s a concept that co-founder and CPO Iain Gillespie has been working on for years, combining the [...]

By |2021-03-22T13:41:28+00:00March 11th, 2021|Executive, Integrations and Partners, Personality|0 Comments

Helping Clients And Advisors See Eye-To-Eye On Risk Tolerance

There’s no arguing that risk tolerance is a complex metric, consisting of everything from the client’s financial goals, to their investment timeline, to the amount they want to invest, and their plain old gut comfort level. But a lack of attention paid to risk tolerance at the beginning of an investment relationship can have [...]

By |2021-04-17T09:48:29+00:00January 1st, 2021|Advisors, Risk|0 Comments

Redtail CRM is integrated with Positivly

Positivly, the world's first financial personality test, is excited to announce our latest integration with leading wealth advisor CRM platform Redtail Technology. Financial advisors can now import their Redtail contacts into Positivly to invite them to discover their financial personalities.    Join the growing community of Advisors using Positivly to deepen client relationships and match [...]

By |2021-03-23T12:44:04+00:00October 1st, 2020|Integrations and Partners|0 Comments

Wealthbox CRM is now available with Positivly

Positivly, the world's first financial personality test, is delighted to announce more CRM integration options to our users. Financial advisors can now import their Wealthbox contacts into Positivly and invite them to discover their financial personalities.    Join the growing community of advisors using Positivly to deepen client relationships and match prospects with investments. [...]

By |2021-03-23T13:54:31+00:00September 29th, 2020|Integrations and Partners|0 Comments