skinny.

Latest / Our 2 Cents

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

The skinny isn't ready yet — notes appear once the transcript is processed.