Have been doing online training sessions...and it's killing me so far...
But I found this 'interesting' section, and thought I'd share with my friends...
This is based on training for financial advisers...
The Entrepreneur
This individual is a confident risk-taker who having confidence in his or her own decisions may be somewhat difficult to advise.
The Achiever
This person will make confident decisions only after much delierate and research. This personality type rarely needs long term advise from a planner and is more likely to need the services of a Financial Specialist for investment or taxes only.
The Follower
This individual is very impulsive and will often veer off a recommended course to plunge into the latest investment scheme. Quite insecure and any market change elicits concern.
The Stability Seeker
This individual is very careful; worries unnecessarily about investments, but can make a good client, because they rely on respected advice. The prefer assistance in their investment decision-making.
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