9 Finance Personality Types — Which Is Yours?

If you work with a financial advisor, do you two have a personal connection? Does he or she “get” you? Do they have a deep understanding of what success means to you and what you want your wealth to accomplish? If not, it may be time to move on. In my experience working with top professionals such as wealth managers and lawyers, as well as high-net-worth entrepreneurs and families, I’ve discovered that a personal connection between advisors and their clients is as important to financial success as are traits like advisors’…

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