Uncovering Client Personality: More Than A “Type”

Delve into the fascinating realm of understanding client personalities and their influence on financial decisions. In this session, we explore how personality traits can accurately predict saving, spending, and investing behaviors, enabling you to anticipate your clients' future actions and enhance your advisory skills. Learn about a variety of methods to measure personality, including observations, structured interviews, and tests that can provide valuable insights and uncover the unique characteristics of your clients, enriching your dialogue with them about money-related experiences and beliefs.  About Our Speaker: Sarah Stanley Fallaw, Ph.D. is the co-author of The Next Millionaire Next Door and the founder of DataPoints. She works with firms around the world to help them understand their clients’ personalities. Sarah received her Ph.D. in Applied Psychology from the University of Georgia in 2003.