5 Personality Traits That Lose You Money

RELATED CONTENT

How to Prospect and Manage 9 High-Net-Worth Personalities

Money means something different for each type of high-net-worth personality. People give clues as to what kind of financial advice they want. Understand their motivations and you'll be much more successful in prospecting and serving clients.

5 Steps to Increasing Relationships Under Management With Savvier Emotional Intelligence

It's only through relationships that advisors can bring in assets. Understanding how your emotions can derail your efforts, and how to correct them, is an oft-neglected key to high performance.

9 Affluent Personality Types

We all want affluent clients—but do you know what affluent clients want? Learn the nine psychological profiles of wealthy investors.

Determine Your Client's Investment Personality

Personality determines not only the amount of risk clients are willing to take but also how deeply they want to be involved with their investments over the long haul.

The Positive Side of Emotional Decision Making

Rational investors make better decisions—or so the thinking goes. However, new studies show that rational thought and emotions are both necessary to cut through the details, focus on what’s important, and get on with the decision that needs to be made (like hiring you, for example).