8 min listen
Lisa Brenneman - What’s Your Financial Personality?
Lisa Brenneman - What’s Your Financial Personality?
ratings:
Length:
53 minutes
Released:
Apr 16, 2020
Format:
Podcast episode
Description
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
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
Released:
Apr 16, 2020
Format:
Podcast episode
Titles in the series (100)
The Top Five Regrets Of The Dying: What are the top 5 regrets of the terminally ill and how can they help you live a more fulfilled life? by Standard Deviations with Dr. Daniel Crosby