Personality can reveal what clients want and how they want it

Herman Brodie | Prospecta Limited | 20 February 2019 | 1.00 CE

The Big Five personality traits offer insights into the kinds of behavioural headwinds (or tailwinds) clients might encounter in achieving their financial goals, the kinds of information and advice they prefer to receive, and the most effective way of dispensing it. Faced with the challenge of delivering a better service with the same limited resources, can advisers afford to miss an opportunity t...

Not yet a Member? It’s quick and free to join. Already a member? Please log in.