Share Ep 53: Why One-Size-Fits-All Financial Advice Doesn’t Work: Understanding Your Financial Personality

Copy link

March 30, 2023

Ep 53: Why One-Size-Fits-All Financial Advice Doesn’t Work: Understanding Your Financial Personality

24 minutes

Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? There are many types of personalities out there when it comes to financial matters. In today’s episode, we will talk about 7 financial personalities that we work with most often and how we help each client overcome their personal challenges and obstacles.

Here’s some of what we’ll discuss in this episode:

A brief message about the Silicon Valley Bank collapse. (1:40)

Helping clients who have been scarred by something in their financial past. (4:47)

How narrowing down plans and strategies can be beneficial for people who have a hard time making financial decisions. (7:41)

How “Do-it-Yourselfers” can benefit from the Cardinal Success Journey. (10:17)

Assisting couples with differing financial views. (18:20)

Visit us online: https://cardinalwg.com/

Start the Cardinal Success Journey with your free assessment here: https://cardinalwg.com/free-assessment

...more

View all episodes

By Anthony Aulffo

2.3

33 ratings