The Relationship Between Personality and Wealth Accumulation

Tune in to hear:

- What are some of the primary drivers of asset flows from a behavioral perspective?

- Soft factors account for a lot more of clients’ decision-making process about their assets - what is the takeaway, for asset managers and financial advisors, from this revelation?

- What are the three different types of trust that Herman breaks down in his book?

- Interpersonal trust might be the most important pillar of trust, as well as being the most within an advisor’s sphere of control. What can one do to build and fortify this with our client base?

- What is the number one most trusted profession in both the US and nearly globally? Why might this be the case?

- Why are financial professionals rated so low on the Edelman Trust Barometer? Could they ever be trusted at the same level as those in a medical profession?

- What are the “Big 5” personality traits and how can they be applied to deepen the understanding between clients and advisors?

https://www.thetrustmandate.com

https://www.prospectabriefings.com

Compliance Code: 0919-OAS-5/24/2022