Ep 140: Should An Advisor Tailor A Plan To Fit Your Personality?

<p class="MsoNormal" style="background: white;"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: 'Times New Roman'; color: black; mso-themecolor: text1; mso-font-kerning: 0pt; mso-ligatures: none;"> Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals?</span> <span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; color: black; mso-themecolor: text1;"> There are many types of personalities out there when it comes to financial matters, and we’ve found that most of our clients fall into one of the categories we’ll discuss today.</span> <span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: 'Times New Roman'; color: black; mso-themecolor: text1; mso-font-kerning: 0pt; mso-ligatures: none;"> In this episode, we'll tackle the question of whether an advisor should tailor a plan to fit your personality.</span></p> <p class="MsoNormal" style="background: white;"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: 'Times New Roman'; color: black; mso-themecolor: text1; mso-font-kerning: 0pt; mso-ligatures: none;"> We'll discuss the pros and cons of different approaches and explore how understanding your financial personality can help you make more informed decisions. Whether you've been burned by your financial past, have trouble making financial decisions, or have differing views from your partner in terms of finances, we'll unpack some common obstacles and share how we cater financial plans to work around your needs.</span></p> <p class="MsoNormal" style="background: white;"> </p> <p class="MsoNormal" style="background: white;"> <strong><span style="font-size: 14.0pt; font-family: 'Arial',sans-serif; color: #222222; border: none windowtext 1.0pt; mso-border-alt: none windowtext 0in; padding: 0in;"> Here's what we'll talk about on today's show:</span></strong></p> <ul> <li class="MsoNormal" style="background: white;"><span style= "font-size: 14.0p