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 [...]
ESG Investors Are Different. The Industry Needs To Approach Them Differently – by Co-Founder & CEO Dr. Vinay Nair
Personality tests and self-analysis have stood the test of time. From today’s Myers-Briggs indicators all the way back to the early Greeks, who explored approaches to psychometric measurements based [...]
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 [...]
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 [...]
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 [...]
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, [...]
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 [...]
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 [...]
Positivly’s 2020 Study Of Financial Personalities Of Americans
In Q2 2020, more than 500 U.S. adults took the Positivly financial personality test. The group was formed based on census percentages for representation along dimensions of age, gender, [...]