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Lisa Brenneman - What’s Your Financial Personality? Unlock the Secrets to Better Money Management
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
View all episodes
By Dr. Daniel Crosby
4.8
161161 ratings
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
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