This month marks our five-year anniversary for the Better Conversations. Better Outcomes. podcast. In recognition of this milestone, we're going to throw back to our first episode.
Every investor has a unique perspective on the world, unique reasons for investing, and unique goals for their investment portfolios. In this episode, we explore how financial advisors can use personality archetypes to create better connections with their clients. How can you better communicate with investors who might feel that their advisor should have foreseen change in the markets?
In this episode, Matt Smith lays out four investor archetypes, each with their own set of personality attributes: Guardians, Artisans, Idealists and Rationals. This episode details each of the archetypes and how you as a financial advisor can best cater to your clients’ personalities.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
108 Mental accounting: Engaging clients with bucket planning
107 Creativity, economics and life with Russ Roberts
106 Fostering a diverse and inclusive culture
105 Turning tough conversations into better conversations
104 Retirement income planning in the “new normal”
103 Family conversations that should not be avoided (Sept 2016)
102 Coaching clients through uncertainty
101 Low volatility investing
100 How to choose the right financial planning software with Michael Kitces
99 Fostering success with centers of influence
98 SECURE Act: Retirement policy you can use
97 Secrets of 2x advisors
96 Best of 2019: Actionable ideas to take into the new decade
95 How one advisor transformed her business off a life event
94 Themes from the 2019 Global Investment Forum
93 Opening for business: China A-shares and a diversified portfolio
92 Forces shaping the future of advice with Schwab’s Bernie Clark
91 A brave new Fed
90 How advisors can influence change in client behaviors
89 It’s personal: The growing need for financial wellness programs
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