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Mark Burgess
Understanding clients’ personalities and how they respond to risk can lead to stronger relationships where advice is followed, a study from TD Wealth says.
TD Wealth has made use of the big five personality traits conscientiousness, agreeableness, reactiveness, extroversion and openness for its wealth personality assessment tool. Research has shown the traits are related to risk preferences and investment decisions. In a report released Tuesday, researchers analyzed data from an online survey of 2,088 mass-affluent Canadians that TD conducted with the Maru Group in 2018.
The report offers insight into how advisors can adjust to different clients based on their personalities and how clients are likely to respond in different risk environments.
Mark Burgess
Understanding clients’ personalities and how they respond to risk can lead to stronger relationships where advice is followed, a study from TD Wealth says.
TD Wealth has made use of the big five personality traits conscientiousness, agreeableness, reactiveness, extroversion and openness for its wealth personality assessment tool. Research has shown the traits are related to risk preferences and investment decisions. In a report released Tuesday, researchers analyzed data from an online survey of 2,088 mass-affluent Canadians that TD conducted with the Maru Group in 2018.
The report offers insight into how advisors can adjust to different clients based on their personalities and how clients are likely to respond in different risk environments.