Lisa Brenneman - What’s Your Financial Personality? Unlock the Secrets to Better Money Management

from Standard Deviations with Dr. Daniel Crosby · host Dr. Daniel Crosby

Lisa Brenneman is the Behavioral Finance and Strategic Innovation leader at TD Wealth. She created the TD Wealth Personality Assessment Tool using the Five Factor Model of Personality, enabling clients and advisors to identify their financial and investing blind spots. Tune in to hear: What are the “Big 5” measures of personality? What lessons can financial advisors learn from the Big 5 personality elements? How openness to experience impacts one’s financial decision-making How gender plays into potential biological markers of financial success How to think about extroversion in financial terms How advisors should think about their clients inclination towards agreeableness twitter - @LBrenneman_TD

Episode metadata supplied by the publisher feed · Published Apr 16, 2020

Embed this episode

Attribution link and audio player

Ready to play

Lisa Brenneman - What’s Your Financial Personality? Unlock the Secrets to Better Money Management

0:00 53:11

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

French Your Way Jessica: Native French teacher founder of French Your Way Boost your French listening skills and test your comprehension with this one of a kind series of podcasts. Get the chance to listen to a real conversation between native speakers talking at normal speed AND customise your learning experience through carefully designed sets of questions (2 levels of difficulty) available for download at www.frenchvoicespodcast.com. All interviews also come with the transcript. French teacher Jessica interviews native speakers of French from around the world who share a bit of their life and passion. Where else would you meet in one same place a French yoga teacher based in Melbourne, a soap manufacturer from Provence, or a couple cycling around the world?

Frequently Asked Questions

How long is this episode of Standard Deviations with Dr. Daniel Crosby?

This episode is 53 minutes long.

When was this Standard Deviations with Dr. Daniel Crosby episode published?

This episode was published on April 16, 2020.

Can I download this Standard Deviations with Dr. Daniel Crosby episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!