Advisers Probe Clients’ Financial Personalities

A recent article from The Wall Street Journal describes how Advisers are using Financial DNA to figure out their clients’ behavioral-finance types and how best to communicate with each one.

“Just as some advisers segment clients by asset level or some other metric to determine what level or types of service they need, advisers like Ms. Surratt classify clients based on their personalities to figure out more effective ways to interact with them.”? – THOMAS COYLE, The Wall Street Journal

Read the full article here

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