• 127 Investor archetypes: Matching communications to client personalities

  • Sep 15 2021
  • Length: 28 mins
  • Podcast

127 Investor archetypes: Matching communications to client personalities By cover art

127 Investor archetypes: Matching communications to client personalities

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  • Summary

  • 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.
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