Should Your Advisor Tailor A Plan To Fit Your Personality? (Part 1)

Each person has a different and unique personality. It’s part of what makes you, you! So, when it comes to your financial plan, should a financial advisor tailor the plan for your personality? On today’s show we cover part one of the different personalities to see which one you might relate to most and how an advisor can cater to that.
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Confidence Corner

Each person has a different and unique personality. It’s part of what makes you, you! So, when it comes to your financial plan, should a financial advisor tailor the plan for your personality? On today’s show we cover part one of the different personalities to see which one you might relate to most and how an advisor can cater to that.

From building up trust and providing education to giving advice and a timeframe on how to make a decision, advisors can guide you through your financial plan. Some challenges you need extra support than what you can do on your own. Other times, you may be tempted to ignore the problem, when a financial advisor could better help you face it.

Here are the personalities we discuss:

  • A victim personality might mean someone is nervous about their investments. (1:47)
  • The overanalyzer needs help making a decision. (5:10)
  • The do-it-youself-er may think they know better, until they reach retirement age. (8:35)
  • The ostrich may try to hide, but that doesn’t make the problem go away. (12:26)

 

A Point Of Wisdom:

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Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

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