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Is Your Client a Money Worshipper, Avoider or Vigilante?

By John Manganaro September 07, 2023 ThinkAdvisor

A forthcoming study from Financial Planning Review finds that clients' personality traits and political views are related to their money beliefs. Research shows that drawing these connections should help advisors adjust their approach according to the psychological needs of a given client.

Read more at ThinkAdvisor

John Manganaro
September 7, 2023