
Episode 131: Understanding Investor Personalities - Part 1
Have you ever noticed certain personality traits in yourself when it comes to your financial matters? In Part 1 of a 2-part series, Steve and Gabriel explore the world of investor personality types and how, as advisors, they've learned to work with and help all kinds of investors.
Understanding Investor Personalities:
The Burned One: When trusting just doesn't come very easily to you anymore.
The Do-It-Yourselfer: When you've got it all handled by yourself and don't need any outside help.
The Price Shopper: When finding the best deal at the lowest possible price out there is your top…
The skinny
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