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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