EPISODE · Mar 10, 2023 · 34 MIN
Episode 131: Understanding Investor Personalities - Part 1
from Our 2 Cents · host Our2centspodcast
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 priority.The Over-Analyzer: When "analysis paralysis" tends to take over control of your decision making.The Ostrich: When you catch a case of "hope-itis" and cross your fingers that it will all just work out.
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What this episode covers
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 Pr...
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Episode 131: Understanding Investor Personalities - Part 1
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