))
Do You Know Your High-Net-Worth Personality Type
Manage episode 330615289 series 2930316
Το περιεχόμενο παρέχεται από το Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
We all have various personality traits. Some of us are introverts while others are extroverts, for example. However, did you know that you also have a wealth personality and it can have a big impact as you pursue your financial goals?
On the latest installment of Path to Abundant Living, Matt and Scott are diving deep into the various high-net-worth personality types that exist today. Listen as they outline the various options out there, as well as strategies to help identify which category you fall into.
By recognizing which high-net-worth personality type you have, you can position yourself to make financial decisions that are more aligned with your goals for the future.
Timecodes:
0:06 - Introduction and overview on the topic of the day
1:25 - What do we mean by high-net-worth personality types?
3:15 - Your HNW personality should be similar to your wealth manager's HNW type
4:45 - The most popular high-net-worth personality types
6:35 - Additional high-net-worth personality types that exist today
9:30 - Why it's beneficial to work with a wealth manager that understands your HNW type
11:30 - How to identify which HNW type you align with
17:00 - Can you have a combination of two HNW types?
18:55 - How you can get in touch with Matt and Scott
20:30 - Closing remarks
Connect with Scott Morrison and Matt Nordmann:
37 επεισόδια
Μοίρασέ το
