BeFi - Investment Decision-Making: Lecture 12 - Using personality types to customise client service
Herman Brodie | Prospecta | 0.50 CE
As for a variety of other life outcomes, personality types are useful in explaining personal finance outcomes such as wealth accumulation, retirement planning, spending, compulsive consumption, indebtedness, and risk-taking.
Part of the Finology short course, Behavioural Finance - Investment Decision-Making, this lecture explores the link between personality and individual preferences for communication, information-seeking, and susceptibility to persuasion. Armed with the personality profile of their clients, advisers may be able...