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| financial advisor personality traits: Investor Decision-Making and the Role of the Financial Advisor Caterina Cruciani, 2017-11-13 This book looks at financial advisory from a behavioural perspective, and focuses on how the nature of the relationship between advisors and clients may affect the ability of the advisor to perform its functions. Broken into three key parts, the book looks at the client, the advisor, and the relationship between the two. Chapters review relevant theories of decision-making under risk to understand the nature of clients’ decisions. The literature on advisors’ functions and the normative landscape regulating financial advisory are also addressed. Finally, this book reviews how behavioural finance has traditionally addressed portfolio selection and explains how trust can be seen as a viable avenue to maximize advisors’ effectiveness and pursue clients’ needs. This book will be of interest to both behavioural finance scholars and practitioners interested in understanding what the future of financial advisory may have in stock. |
| financial advisor personality traits: Success as a Financial Advisor For Dummies Ivan M. Illan, 2018-11-09 A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor. |
| financial advisor personality traits: Financial Risk Tolerance: A Psychometric Review John E. Grable, 2017-06-30 This content provides financial analysts, investment professionals, and financial planners with a review of how financial risk-tolerance tests can and should be evaluated. It begins by clarifying terms related to risk taking and is followed by a broad overview of two important measurement terms: validity and reliability. It concludes with examples for practice. |
| financial advisor personality traits: Behavioral Finance and Investor Types Michael M. Pompian, 2012-05-22 Achieve investing success by understanding your behavior type This groundbreaking book shows how to invest wisely by managing your behavior, and not just your money. Step by step, Michael Pompian (a leading authority in the practical application of Behavioral Finance concepts to wealth management) helps you plan a strategy targeted to your personality. The book includes a test for determining your investment type and offers strategies you can put into use when investing. It also includes a brief history of the stock market, and easy-to-comprehend information about stocks and investing to help you lay a solid foundation for your investment decisions. Behavioral Finance and Investor Types is divided into two parts. Test Your Type, gives an overview of Behavioral Finance as well as the elements that come into play when figuring out BIT, like active or passive traits, risk tolerance, and biases. The book includes a quiz to help you discover what category you are in. Plan and Act, contains the traits common to your type; an analysis of the biases associated with your type; and strategies and solutions that compliment and capitalize on your BIT. Offers a practical guide to an investing strategy that fits both your financial situation and your personality type Includes a test for determining your tolerance for risk and other traits that will determine your investment type Written by the Director of the Private Wealth Practice for Hammond Associates—an investment consulting firm serving institutional and private wealth clients Behavioral Finance and Investor Types offers investors a better sense of what drives them and what puts on their breaks. By using the information found here, you'll quickly become savvy about the world of investing because you'll come to understand your place in it. |
| financial advisor personality traits: Financial DNA® Hugh Massie, 2006-02-02 Hugh addresses what I believe is the most important aspect of achieving economic freedom: Know Thyself! The financial planning community owes a great deal to Hugh for his contributions. --Elizabeth Jetton, CFP, Strategic Advisor, Mercer Advisors, Inc., and 2005 Chair of the Financial Planning Association A great lesson in knowing how you are hard-wired to behave and communicate in planning your personal finances is more important than the technical and product aspects of money management. --Susan Bradley, CFP, founder of Women, Meaning, and Money and bestselling author of Sudden Money Financial DNA? nailed both of us, generating new communication and exciting insights among our team members. It's helping us to grow both personally and professionally. It's more than a good read, it's a virtual experience! --Robert A. Esperti and Renno L. Peterson, authors of numerous estate and wealth-planning books, Directors of two Institutes at Michigan State University, and founders of the National Charitable Initiative The process Hugh has developed truly identifies the behavioral issues that get in the way of functional family relationships and in a very practical way builds a bridge to protect the wealth and harmony of the family. --V. Thane Stenner, FCSI, CIM, First Vice President, T. Stenner Group(TM) national bestselling author of True Wealth: An Expert Guide for High-Net-Worth Individuals (and Their Advisors) Very powerful behavioral insight that will give you the formula to transform the way you think about building the quality of your life, starting with understanding yourself in a new way. --Nick Kalikajaros, Head of Private Banking, St. George Bank, Sydney, Australia |
| financial advisor personality traits: Financial Therapy Bradley T. Klontz, Sonya L. Britt, Kristy L. Archuleta, 2014-09-10 Money-related stress dates as far back as concepts of money itself. Formerly it may have waxed and waned in tune with the economy, but today more individuals are experiencing financial mental anguish and self-destructive behavior regardless of bull or bear markets, recessions or boom periods. From a fringe area of psychology, financial therapy has emerged to meet increasingly salient concerns. Financial Therapy is the first full-length guide to the field, bridging theory, practical methods, and a growing cross-disciplinary evidence base to create a framework for improving this crucial aspect of clients' lives. Its contributors identify money-based disorders such as compulsive buying, financial hoarding, and workaholism, and analyze typical early experiences and the resulting mental constructs (money scripts) that drive toxic relationships with money. Clearly relating financial stability to larger therapeutic goals, therapists from varied perspectives offer practical tools for assessment and intervention, advise on cultural and ethical considerations, and provide instructive case studies. A diverse palette of research-based and practice-based models meets monetary mental health issues with well-known treatment approaches, among them: Cognitive-behavioral and solution-focused therapies. Collaborative relationship models. Experiential approaches. Psychodynamic financial therapy. Feminist and humanistic approaches. Stages of change and motivational interviewing in financial therapy. A text that serves to introduce and define the field as well as plan for its future, Financial Therapy is an important investment for professionals in psychotherapy and counseling, family therapy, financial planning, and social policy. |
| financial advisor personality traits: Introduction to Personal Finance John E. Grable, Lance Palmer, 2022-02-08 Every financial decision we make impacts our lives. Introduction to Personal Finance: Beginning Your Financial Journey, 2e is designed to help students avoid early financial mistakes and provide the tools needed to secure a strong foundation for the future. Using engaging visuals and a modular approach, instructors can easily customize their course to topics that matter most to their students. This course empowers students to define their personal values and make smart financial decisions that help them achieve their goals. |
| financial advisor personality traits: Predicting Personality Drew D'Agostino, Greg Skloot, 2019-11-12 The ultimate playbook for using artificial intelligence to communicate effectively, build teams, and win customers Not long ago, we imagined a hyper-connected world full of trust and openness—a world where effortless communication would bring about a new understanding between people everywhere. Judging from our current environment, this vision of the future may have been overly optimistic. With infinite channels and countless voices flooding them with messages, most people have become highly skeptical and guarded by necessity. As a result, communication is much harder than ever before. Despite the unprecedented connectivity enabled by modern technology, we are far less likely to trust and to invest the time needed to build strong relationships. How can we use technology to reverse this trend? A groundbreaking new branch of artificial intelligence—Personality AI—may be the answer. Combining traditional machine learning, data analytics, and behavioral psychology, Personality AI helps professional communicators tear down walls, establish trust with their audiences, and utilize data to build meaningful relationships, strengthen empathy, and win more customers. Predicting Personality is a practical, real-world playbook for any individual or business whose success hinges on the ability to communicate effectively and build teams. Authors Drew D’Agostino and Greg Skloot—CEO and President, respectively, of Crystal, the app that tells you anyone's personality—show you how businesses can leverage Personality AI and machine learning to grow faster and communicate more effectively than was previously possible. This reader-friendly guide teaches you what Personality AI is, how it works, and demonstrates its practical applications in both life and business. This book: ● Explains how to understand personality types in various contexts, including sales, recruiting, coaching ● Provides guidelines for using personality data to learn and execute ● Explores ethics and compliance considerations surrounding the use of Personality AI ● Offers valuable insights from a leader in the business applications of Personality AI Predicting Personality: Using AI to Understand People and Win More Business is a must-have guide for C-suite executives, sales and marketing professionals, coaches, recruiters, and business owners. |
| financial advisor personality traits: Emerging Perspectives on Financial Well-Being Singh, Dharmendra, Bansal, Rohit, Gupta, Swati, Ansari, Yasmeen, 2024-05-20 The pursuit of financial well-being has become an increasingly complex challenge for individuals and societies alike. The subjective nature of financial well-being, shaped by diverse aspirations, values, and external circumstances, underscores the need for a nuanced exploration of the factors influencing it. In this context, the book Emerging Perspectives on Financial Well-Being takes center stage as a beacon of understanding, delving into the multifaceted dimensions of financial wellness. Within the pages of this volume, the critical issues surrounding financial well-being are dissected, addressing the need for financial education, disciplined management, and goal setting amidst an ever-changing economic backdrop. The book recognizes that sound financial decision-making is not only crucial for individual satisfaction but also carries far-reaching implications for the broader societal and organizational framework. As we navigate uncertain times, the importance of adequate financial knowledge and planning skills comes to the forefront. This book stands as a response to the complexities within the financial system, aiming to establish a structural determinants framework that broadens our comprehension of financial well-being. This book guides readers through the complexities of financial well-being. It offers valuable insights for academic scholars, researchers, and practitioners seeking to enhance their understanding and contribute to the ongoing discourse on achieving financial prosperity in today's dynamic world. |
| financial advisor personality traits: Successful Hiring for Financial Planners Caleb Brown, 2018-01-18 From determining your hiring needs, to crafting an effective job description, identifying and vetting top talent, to making the right compensation offer, Successful Hiring for Financial Planners is a straightforward guide that provides practical wisdom and real-world experience for how to effectively execute the hiring process for your first (or next) financial planning hire in your growing advisory firm. Inside this guide you will learn: • How to develop an appealing career track • When you should begin the hiring process • How to let your firm's culture recruit for you • The art and science of screening candidates • How to overcome common hiring struggles • Practical tips to handle underperformers • How to develop a succession plan Successful Hiring for Financial Planners delivers a comprehensive plan to help your firm grow so you can serve the consumers who are in need of your guidance the most. |
| financial advisor personality traits: The Million-dollar Financial Advisor David J. Mullen (Jr.), 2010 The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the best of the best advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors. |
| financial advisor personality traits: Personal Finance Workbook For Dummies Sheryl Garrett, 2012-02-10 Do the terms personal finance or money management drudge up feelings of inadequacy, confusion, discomfort or fear in you? Personal Finance Workbook For Dummies helps you calm your negative feelings and get your financial house in order at the same time. And, you'll be amazed how easy it is to get on the road to financial fitness. From spending and saving to investing wisely, this hands-on workbook walks you through a private financial counseling session and shows you how to assess your situation and manage your money. You'll learn how to use credit wisely, plan for large expenses, determine your insurance needs, and make smarter financial decisions. Plus, the featured worksheets and checklists help you manage your day-to-day spending and plan for a robust financial future. Discover how to: Take stock of your financial history and determine your net worth Build a personal financial plan that meets your saving and investing goals Develop good spending habits and get out of debt—without budgeting Explore your dreams, grow your wealth, and protect your assets Get the most out of your money Minimize your taxes Plan for big-ticket purchases Pay for your kids' college tuition Ensure a comfortable retirement Leave a substantial estate for your heirs The easy-to-follow exercises in Personal Finance Workbook for Dummies take the drudgery and pain out of managing your money. Order this time- and money-saving guide now; it'll brighten your financial future and your mood. |
| financial advisor personality traits: Rich Dad's Increase Your Financial IQ Robert T. Kiyosaki, 2008-03-26 For years, Robert Kiyosaki has firmly believed that the best investment one can ever make is in taking the time to truly understand how one's finances work. Too many people are much more interested in the quick-hitting scheme, or trying to find a short-cut to real wealth. As Kiyosaki has preached over and over again, one has to truly under the process of how money works before one can start out on trying to escape the daily financial Rat Race. Now, in this latest book in the popular Rich Dad Poor Dad series, Kiyosaki lays out his 5 key principles of Financial Intelligence for all to understand. In INCREASE YOUR FINANCIAL IQ, Kiyosaki provides real insights on these key steps to wealth: o How to increase your money -- how to assess what you're really worth now, what your prospects are, and how to start mapping out your financial future. o How to protect your money -- for better or for worse, taxes are a way of life. Kiyosaki shows you that it's not what you make....it's what you keep. o How to budget your money -- everybody wants to live large, but you have to learn how to live within your budget. Kiyosaki shows you how you can. o How to leverage your money -- as you build your financial IQ, knowing how to put your money to work for you is a crucial step. o How to improve your financial information -- Kiyosaki shows you how to accelerate your wealth as you learn more and more. |
| financial advisor personality traits: So, You Want to Be a Financial Advisor... Richard Fransen, 2019-08-21 Richard Fransen began his career in 1974. Not only has Richard performed financial planning but also specialized in insurance, estate, and business succession planning. During his career, he has held several positions with major insurance and financial companies. As a sales manager, he recruited and trained new individuals to this profession and ranked fifth in the nation for one major carrier. He was vice president and director of marketing at another company, developing marketing campaigns, as well as developing and conducting training programs. He was also a national sales director for a Fortune 100 company, conducting training for company representatives. He still conducts training and manages his personal practice in the insurance and investment profession. |
| financial advisor personality traits: The Theory of Economic Personality Taner Güney, 2023-12-19 Do individuals have an economic personality? Is there a model for real-life human economic behavior? Can real-life economic behaviors be predicted? This book identifies the theory of economic personality. Economic personality leads an individual to exhibit predictable behaviors without the need to be rational in cases of uncertainty. So, this book argues that the individual is not rational; what is rational, however, is the systematic repetition of behaviors dictated by people's economic personalities. |
| financial advisor personality traits: On Your Own Alexandra Armstrong, Mary R. Donahue, 2006-09 This book's combination of sound financial planning advice and psychological therapy can help widows and widowers in all situations take charge of their lives and forge ahead. The resource is filled with such practical strategies as selecting a retirement home, choosing the best insurance, and using a living trust to secure an estate. |
| financial advisor personality traits: The Oxford Handbook of Retirement Mo Wang, 2013 This handbook reviews existing theoretical perspectives and research findings on retirement, explores current and future challenges in retirement research and practice, and provides corresponding recommendations and suggestions. |
| financial advisor personality traits: Train Your Way to Financial Fitness Shannon McLay, 2014-09-09 After accomplishing her own successful weight loss journey, financial planner Shannon McLay realized that while there are a number of resources available to people who want to become physically fit, there are far fewer for those looking to become financially fit. Many personal finance books tend to put the cart before the horse when it comes to financial planning, prompting McLay to ask, “How can you discuss retirement or investment options, when you don’t have any money to begin with? Most people don’t even know what financial fitness looks like, let alone how to achieve it. We can measure and weigh ourselves to quantify physical health, but how do we evaluate our financial health? McLay, an advisor who works with individuals everyday on their financial health, has created an innovative quiz to help you learn whether you’re “financially skinny,” financially fat,” or “financially fit.” From there, she provides exercises and advice to help you achieve, or sustain, a financially fit lifestyle. As with physical health and fitness, financial fitness is a goal that anyone can achieve. The journey is very similar: you need a plan and the right tools to accomplish your goals. This book will give you the resources you need along your journey to financial fitness, all you have to do is follow it just like any other training. |
| financial advisor personality traits: The Wiley Encyclopedia of Personality and Individual Differences, Set , 2020-11-04 The Encyclopedia of Personality and Individual Differences (EPID) beschäftigt sich in vier Bänden mit Gemeinsamkeiten und Unterschieden bei Individuen. Jeder Band konzentriert sich auf einen wichtigen Themenbereich bei der Untersuchung der Persönlichkeitspsychologie und den Unterschieden von Individuen. Der erste Band mit dem Titel Models and Theories betrachtet die wichtigsten klassischen und modernen Standpunkte, Perspektiven, Modelle und theoretischen Ansätze im Studium der Persönlichkeit und Unterschiede von Individuen. Der zweite Band, Measurement and Assessment, untersucht die wesentlichen klassischen und modernen Beurteilungsmethoden und -techniken. Der dritte Band mit dem Titel Personality Processes and Individual Differences erläutert die traditionellen und aktuellen Dimensionen, Konstrukte und Merkmale der Studienrichtung. Im vierten Band werden drei Hauptkategorien behandelt: klinische Zuarbeit, angewandte Forschung und interkulturelle Betrachtungen. Darüber hinaus werden Themen wie Kultur und Identität, multikulturelle Identitäten, interkulturelle Untersuchungen von Merkmalsstrukturen und Personalitätsprozesses u. v. m. behandelt. - Jeder Band enthält rund 100 Einträge zu Personalität und individuellen Unterschieden. Die Beiträge stammen von international führenden Psychologen. - Beschäftigt sich mit wichtigen klassischen und zeitgenössischen Modellen und Theorien der Persönlichkeitspsychologie, mit Mess- und Beurteilungsverfahren, Personalitätsprozessen und Unterschieden bei Individuen sowie mit Forschungsansätzen. - Bietet einen umfassenden und ausführlichen Überblick über die Persönlichkeitspsychologie. - The Encyclopedia of Personality and Individual Differences ist ein wichtiges Referenzwerk für Studenten der Psychologie und Fachexperten, die sich mit der Untersuchung und Erforschung von Persönlichkeit beschäftigen. |
| financial advisor personality traits: 101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire! Daniel C. Finley, 2011-12 101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire is a must read for any financial advisor looking for tools, techniques, strategies and real world solutions to conquering common challenges! This book is designed to help you build a better business...one solution at a time. |
| financial advisor personality traits: Behavioral Finance for Private Banking Kremena K. Bachmann, Enrico G. De Giorgi, Thorsten Hens, 2018-06-06 An essential framework for wealth management using behavioral finance Behavioral Finance for Private Banking provides a complete framework for wealth management tailored to the unique needs of each client. Merging behavioral finance with private banking, this framework helps you gain a greater understanding of your client’s wants, needs, and perspectives to streamline the decision making process. Beginning with the theoretical foundations of investment decision making and behavioral biases, the discussion delves into cultural differences in global business and asset allocation over the life cycle of the investment to help you construct a wealth management strategy catered to each individual’s needs. This new second edition has been updated to include coverage of fintech and neurofinance, an extension of behavioral finance that is beginning to gain traction in the private banking space. Working closely with clients entails deep interpersonal give and take. To be successful, private banking professionals must be as well-versed in behavioral psychology as they are in finance; this intersection is the heart of behavioral finance, and this book provides essential knowledge that can help you better serve your clients’ needs. Understand the internal dialogue at work when investment decisions are made Overcome the most common behavioral biases—and watch for your own Learn how fintech and neurofinance impact all aspects of private banking Set up a structured wealth management process that places the client’s needs front and center Private banking clients demand more than just financial expertise. They want an advisor who truly understands their needs, and can develop and execute the kind of strategy that will help them achieve their goals. Behavioral Finance for Private Banking provides a complete framework alongside insightful discussion to help you become the solution your clients seek. |
| financial advisor personality traits: Asteroid Gold Gerald Leger, 2024-09-18 Asteroid Gold* is a gripping sci-fi thriller that explores the intersection of cutting-edge technology, corporate intrigue, and the future of humanity's quest for resources beyond Earth. In a future where a shadowy group known as the Privy-13 holds a monopoly over Earth's critical resources, the HALO AI Group emerges with a bold plan to break this stranglehold. Their revolutionary idea: asteroid mining. The story follows the diverse members of the HALO AI Group as they embark on a perilous journey to launch their asteroid mining mission, aiming to democratize space exploration and create a new, resource-rich future for humanity. The narrative weaves through high-stakes meetings and strategic planning sessions, where ZC Chen and the Twins, Caber and Tim Vossbinkle, devise innovative financing through a new cryptocurrency called Asteroid Gold. This currency not only funds their mission but also symbolizes the fight against resource-based conflicts perpetuated by the Privy-13. As the HALO AI Group prepares for their historic launches, they face escalating threats from the Privy-13. Led by the enigmatic Lucius DuCaine, the Privy-13 employs sabotage, cyber warfare, and global chaos to thwart the HALO AI Group’s efforts. Tensions rise as both groups engage in a high-stakes game of cat and mouse, with the future of humanity's access to space hanging in the balance. The story reaches its climax with intense sequences of cyber-attacks, covert operations, and a race against time, highlighting the HALO AI Group's resilience and ingenuity in overcoming obstacles. The final showdown pits the collective spirit and technological prowess of the HALO AI Group against the entrenched power of the Privy-13, culminating in a dramatic conclusion that promises to reshape the course of human history. *Asteroid Gold* is a tale of innovation, unity, and the relentless pursuit of a better future, set against the backdrop of an epic battle for control over the ultimate frontier – space. |
| financial advisor personality traits: Proceedings of the 3rd International Conference on Reinventing Business Practices, Start-Ups and Sustainability (ICRBSS 2023) Meena Rani Nimmagadda, 2024 Zusammenfassung: This is an open access book. About the ICRBSS-2023 International Conference on Reinventing Business Practices, Start-ups, and Sustainability-Responsible Consumption and Production- ICRBSS 2023 brings together scholars, researchers, educators, and professionals from around the world to discuss the latest trends, challenges, and opportunities in the spheres of businesses, regulatory environment, consumer groups, advocacy agencies and the environment at large. The sub-theme of the conference this year- Responsible Consumption and Production is the 12th goal of the UN Sustainable Development Goals. The conference provides a platform for industry experts, policymakers, and the academic fraternity to share their experiences and insights. The sessions are designed to promote interaction among participants through keynote speaker sessions, panel discussions, presentations, and the like |
| financial advisor personality traits: Digital Personality Kuldeep Singh Kaswan, Jagjit Singh Dhatterwal, Anand Nayyar, 2024-08-30 A computer that imbibes human characteristics is considered to have a digital personality. The character is akin to real-life human with his/her distinguishing characteristics such as history, morality, beliefs, abilities, looks, and sociocultural embeddings. It also contains stable personality characteristics; fluctuating emotional, cognitive, SOAR technology, and motivational states. Digital Personality focuses on the creation of systems and interfaces that can observe, sense, predict, adapt to, affect, comprehend, or simulate the following: character based on behavior and situation, behavior based on character and situation, or situation based on character and behavior. Character sensing and profiling, character-aware adaptive systems, and artificial characters are the three primary subfields in digital personality. Digital Personality has attracted the interest of academics from a wide range of disciplines, including psychology, human-computer interaction, and character modeling. It is expected to expand quickly as technology and computer systems become more and more intertwined into our daily lives. Digital Personality is expected to draw at least as much attention as Affective Computing. The goal of affective computing is to enable computers to comprehend both spoken and nonverbal messages from people, use implicit body language, gaze, speech tones, and facial expressions, etc. to infer the emotional state and then reply appropriately or even show affect through interaction modalities. More natural and seamless human-computer connection would be the larger objective. Users will benefit from a more individualized experience as a result. Additionally, this will affect how well the user performs since they will have the assistance of the robots to do their jobs quickly and effectively. This book provides an overview of the character dimensions and how technology is aiding this area of study. It offers a fresh portrayal of character from several angles. It also discusses the applications of this new field of study. |
| financial advisor personality traits: Financial Planning for CPAs Phyllis Bernstein, Linda A. Lach, Jim H. Ainsworth, 2000 CD-ROM contains: Partners for Windows, a companion personal financial planning software -- Electronic forms from selected chapters. |
| financial advisor personality traits: Feast for the Journey Karen Lee Turner, Nevin Compton Trammell, 2011 Feast for the Journey is an enriching guide for individuals and small groups who want creative ways to cultivate a meaningful life in the midst of hectic and uncertain times. If you long for a renewed spark, clearer direction, more confidence in your choices, fresh ways to make a difference, and self-care that isn't self-ish, Feast for the Journey offers four soul-satisfying, hands-on courses that will lead you through: - An eye-opening self-assessment that reveals what's most important in your life's story. - Four new practices to help you cultivate a life that matters-starting wherever you are. - Practical tips for finding and freeing your voice in love, work, and everyday life. - Creative ways to celebrate and honor the changes and seasons you're going through. On whatever path you find yourself, Feast for the Journey invites you to try a new vision and direction for moving forward-all in a nourishing, peaceful, and creative setting. KAREN LEE TURNER has designed, taught, and refined the courses offered in Feast for the Journey for more than twenty years. An artist, musician, college professor, and retreat leader, she has a doctorate in education from Peabody of Vanderbilt University and writes in her backyard studio shed in Nashville, Tennessee. She is joined by NEVIN COMPTON TRAMMELL, career expert, poet, activist, and author of Cream Soda Blues. He is a licensed clinical social worker with a doctorate from Vanderbilt University. Whether you're starting out, starting over, or somewhere in-between, Feast for the Journey is a rare book for anyone wondering, 'What's next in my life?' -Joe Calloway, author of Becoming A Category of One, Never By Chance, and Indispensable This is good stuff-a journal, a workbook, a confessional memoir, a scholarly text, a resource manual, and a story. Woven together, it is indeed a new sort of book. -Dale Brown, Director of the Buechner Institute and author of The Book of Buechner Anyone who senses the soul's deep longing for celebration, restoration, delight, and movement toward something 'more' will find their place at the beautifully hospitable table set for Feast for the Jour ney. -Pamela C. Hawkins, author of The Awkward Season and Simply Wait |
| financial advisor personality traits: Investor Behavior H. Kent Baker, Victor Ricciardi, 2014-02-10 WINNER, Business: Personal Finance/Investing, 2015 USA Best Book Awards FINALIST, Business: Reference, 2015 USA Best Book Awards Investor Behavior provides readers with a comprehensive understanding and the latest research in the area of behavioral finance and investor decision making. Blending contributions from noted academics and experienced practitioners, this 30-chapter book will provide investment professionals with insights on how to understand and manage client behavior; a framework for interpreting financial market activity; and an in-depth understanding of this important new field of investment research. The book should also be of interest to academics, investors, and students. The book will cover the major principles of investor psychology, including heuristics, bounded rationality, regret theory, mental accounting, framing, prospect theory, and loss aversion. Specific sections of the book will delve into the role of personality traits, financial therapy, retirement planning, financial coaching, and emotions in investment decisions. Other topics covered include risk perception and tolerance, asset allocation decisions under inertia and inattention bias; evidenced based financial planning, motivation and satisfaction, behavioral investment management, and neurofinance. Contributions will delve into the behavioral underpinnings of various trading and investment topics including trader psychology, stock momentum, earnings surprises, and anomalies. The final chapters of the book examine new research on socially responsible investing, mutual funds, and real estate investing from a behavioral perspective. Empirical evidence and current literature about each type of investment issue are featured. Cited research studies are presented in a straightforward manner focusing on the comprehension of study findings, rather than on the details of mathematical frameworks. |
| financial advisor personality traits: Communication in a Civil Society Shelley D. Lane, Ruth Anna Abigail, John Casey Gooch, 2016-04-28 First Published in 2016. Routledge is an imprint of Taylor & Francis, an Informa company. |
| financial advisor personality traits: It's Not So Funny When It's Your Money Stuart Horowitz, 2006-09 No matter how knowledgeable and financially savvy we are, there are times we all lie in bed at night and wonder if we really know what we're doing with our money. In It's Not So Funny When It's Your Money, financial advisor Stuart Horowitz draws on a career's worth of anecdotes about real people in real-life situations (many of them all-too-familiar) and offers the perspective and advice we wished we had at the time -and are glad to have now. Whether you're at the beginning of the financial road and just starting a family, winding down your career, or well into retirement, you'll find something to recognize in the situations these characters find themselves in. So be prepared to laugh at yourself a little while you read about sensible ways to make decisions about your investments, retirement, income taxes, estate planning, and assets that are even harder to quantify: balance and peace of mind. |
| financial advisor personality traits: Assessing Emotional Intelligence Con Stough, Donald H. Saklofske, James D. A. Parker, 2009-06-15 Managing human emotions plays a critical role in everyday functioning. After years of lively debate on the significance and validity of its construct, emotional intelligence (EI) has generated a robust body of theories, research studies, and measures. Assessing Emotional Intelligence: Theory, Research, and Applications strengthens this theoretical and evidence base by addressing the most recent advances and emerging possibilities in EI assessment, research, and applications. This volume demonstrates the study and application of EI across disciplines, ranging from psychometrics and neurobiology to education and industry. Assessing Emotional Intelligence carefully critiques the key measurement issues in EI, and leading experts present EI as eminently practical and thoroughly contemporary as they offer the latest findings on: EI instruments, including the EQ-I, MSCEIT, TEIQue, Genos Emotional Intelligence Inventory, and the Assessing Emotions Scale. The role of EI across clinical disorders. Training professionals and staff to apply EI in the workplace. Relationships between EI and educational outcomes. Uses of EI in sports psychology. The cross-cultural relevance of EI. As the contributors to this volume in the Springer Series on Human Exceptionality make clear, these insights and methods hold rich potential for professionals in such fields as social and personality psychology, industrial and organizational psychology, psychiatry, business, and education. |
| financial advisor personality traits: Creating Characters Howard Lauther, 2011-01-14 A frequent problem area for fiction writers is characterization. If writers jump headlong into a story with only a fuzzy notion about the people who are in it, the result is a collection of characters who are cliched, stereotypical and not very interesting. Creating Characters is an easy to use reference work that looks at character development from many different angles. The book does not tell writers how to write. Instead, it generates a thought process by asking crucial questions about characters' internal and external traits, wants, needs, likes, dislikes, fears, beliefs, strengths, weaknesses, habits and backgrounds. Following these questions, the writer will find an ever deeper and wider array of options. Thus, Creating Characters helps writers delve as deeply into a character's psychology as they want. All characters, and the stories they people, can be made richer and more compelling. |
| financial advisor personality traits: The Business Owner's Guide to Financial Freedom Mark J. Kohler, 2017-11-14 TAKE CONTROL OF YOUR FINANCIAL FUTURETailored for small business owners and entrepreneur like yourself who are looking for long-term financial planning and wealth management, The Business Owner's Guide to Financial Freedom reveals the secrets behind successfully investing in your business while bypassing Wall Street-influenced financial planners. Attorney and CPA Mark J. Kohler and expert financial planner Randall A. Luebke deliver a guide catered to your entrepreneurial journey as they teach you how to create assets that provide income so work is no longer a requirement, identify money and tax-saving strategies, and address business succession plans to help you transition into the investment phase of business ownership. Learn how to: Pinpoint the dollar value of your business with a step-by-step formula Eliminate and avoid bad debt while leveraging your good debt Uncover investment strategies Wall Street won't tell you Achieve long-term goals with the 4x4 Financial Independence Plan Find an advisor willing to look out for your best interests Super-charge your 401(k) and leverage your insurance to get rich Create the best exit strategy for you, your business, and your family Avoid the most common mistakes in real estate investment Protect your hard-earned assets from security threats ready to strike You can't predict the future, but you can plan for it. So if you're ready to stop treating your business like your only asset and want to start making it your most valuable legacy, this book is for you! |
| financial advisor personality traits: De Gruyter Handbook of Personal Finance John E. Grable, Swarn Chatterjee, 2022-03-07 The De Gruyter Handbook of Personal Finance provides a robust review of the core topics comprising personal finance, including the primary models, approaches, and methodologies being used to study particular topics that comprise the field of personal finance today. The contributors include many of the world’s leading personal finance researchers, financial service professionals, thought leaders, and leading contemporary figures conducting research in this area whose work has shaped—and continues to affect—the way that personal finance is conceptualized and practiced. The first section of the handbook provides a broad introduction to the discipline of personal finance. The following two sections are organized around the core elements of personal finance research and practice: saving, investing, asset management, and financial security. The fourth section introduces future research, practice, and policy directions. The handbook concludes with a discussion on an educational and research agenda for the future. This handbook will be a core reference work for researchers, financial service practitioners, educators, and policymakers and an excellent supplementary source of readings for those teaching undergraduate and graduate-level courses in personal finance, financial planning, consumer studies, and household finance. |
| financial advisor personality traits: Day Trading Justin Kuepper, 2015-04-10 All You'll Ever Need to Trade from Home When most people hear the term day trader, they imagine the stock market floor packed with people yelling 'Buy' and 'Sell' - or someone who went for broke and ended up just that. These days, investing isn't just for the brilliant or the desperate—it's a smart and necessary move to ensure financial wellbeing. To the newcomer, day trading can be a confusing process: where do you begin, and how can you approach trading in a careful yet effective way? With Day Trading you'll get the basics, then: Learn the Truth About Trading Understand The Psychology of Trading Master Charting and Pattern-recognition Study Trading Options Establish Trading Strategies & Money Management Day Trading will let you make the most out of the free market from the comfort of your own computer. |
| financial advisor personality traits: The Routledge Handbook of Financial Literacy Gianni Nicolini, Brenda J. Cude, 2021-12-30 Financial literacy and financial education are not new topics, even though interest in these topics among policymakers, financial authorities, and academics continues to grow. The Routledge Handbook of Financial Literacy provides a comprehensive reference work that addresses both research perspectives and practical applications to financial education. This is the first volume to summarize the milestones of research in financial literacy from multiple perspectives to offer an overview. The book is organized into six parts. The first three parts provide a conceptual framework, which discusses what financial literacy is, how it should be measured, and explains why it represents a relevant topic and effective tool in enhancing decision-making among consumers as well as consumer protection strategies. Part IV addresses the connection between financial education and financial literacy, with chapters about financial education in school settings as well as for adults. This part includes an analysis of the role of Fintech and the use of gamification in financial education. Part V is a collection of contributions that analyze financial literacy and financial education around the world, with a focus on geographical areas including the U.S., South America, Western Europe, Eastern Europe, Asia, and Africa. This part also considers how financial literacy should be addressed in the case of Islamic finance. The concluding part of the book examines how financial literacy is related to other possible approaches to consumer finance and consumer protection, addressing the relationships between financial literacy and behavioral economics, financial well-being, and financial inclusion. This volume is an indispensable reference for scholars who are new to the topic, including undergraduate and graduate students, and for experienced researchers who wish to enrich their knowledge, policymakers seeking a broader understanding and an international perspective, and practitioners who seek knowledge of best practices as well as innovative approaches. |
| financial advisor personality traits: Narcissism in the Workplace Andrew J. DuBrin, 2012-01-01 Possessing a positive self-attitude, being self-confident, and having high self-esteem are worthwhile attributes in both work and personal life; some take these positive attributes to the extreme and become self-absorbed, self-adoring, self-centered, and show little empathy for the problems and concerns of others. In brief, they are narcissists and they can be especially problematic in business settings. This book presents information about narcissism in the workplace that is based both on empirical research and on opinion derived from systematic observation. The author uses case studies and real life examples to shed new light on workplace narcissism. The author describes both the positive and negative features of narcissism and presents strategies and tactics for dealing constructively with narcissistic traits and behaviors in oneself and in others. Self-tests and questionnaires found throughout the volume enable readers to reflect on their standing on a variety of behaviors and attitudes associated with narcissism. Each chapter includes a section labeled 'Guidelines for Application and Practice' that provides practical advice for applying the research and theories presented within. Further, each chapter concludes with a case history of narcissism, accompanied by a brief analysis of the narcissistic aspects of the case's subject. Narcissism in the Workplace serves as a manual for capitalizing on the positive aspects of narcissism and minimizing its potential negative effects. Intended for human resource professionals, researchers, and students and scholars of organizational behavior, organizational psychology, human relations and leadership, this book will also appeal to a broad range of serious minded readers who wish to learn more about, combat the difficulties of, or employ the benefits of narcissism. |
| financial advisor personality traits: Examining the Use of Online Social Networks by Korean Graduate Students Joong-Hwan Oh, 2019-05-14 This book examines how former, current and prospective Korean graduate students navigate American universities, especially with regard to the student-advisor relationship. Based on extensive case study research conducted around Vivid Journal—an online social network for many domestic and international Korean graduate students—this volume highlights issues regarding access to various academic capitals (i.e., scholarship, publishing, participation in academic research), successful completion of graduate degrees, and academic or non-academic employment opportunities upon graduation. Through a rigorous analysis of members’ posting behavior, interaction, and role assignments, this book offers a new conceptual framework for online and social support networks, especially around the shaping and mediation of international student-advisor relationships. |
| financial advisor personality traits: Behavioural Influence on Investment Decision by Residents & Non Residents of India Dr Gayathri T, |
| financial advisor personality traits: The Power of Zero, Revised and Updated David McKnight, 2018-09-04 OVER 300,000 COPIES IN PRINT, WITH A NEW CHAPTER ON THE 2018 TAX CUTS. There's a massive freight train bearing down on the average American investor, and it's coming in the form of higher taxes. The United States Government has made trillions of dollars in unfunded promises for programs like Social Security and Medicare—and the only way to deliver on these promises is to raise taxes. Some experts have even suggested that tax rates will need to double, just to keep our country solvent. Unfortunately, if you're like most Americans, you've saved the majority of your retirement assets in tax-deferred vehicles like 401(k)s and IRAs. If tax rates go up, how much of your hard-earned money will you really get to keep? In The Power of Zero, McKnight provides a concise, step-by-step roadmap on how to get to the 0% tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture. Now, in this expanded edition, McKnight has updated the book with a new chapter on the 2017 Tax Cuts and Jobs Act, showing readers how to navigate the new tax law, and how they can extend the life of their retirement savings by taking advantage of it now. The day of reckoning is fast approaching. Are you ready to do what it takes to experience the power of zero? |
| financial advisor personality traits: Astrology: The Ultimate Guide to the Planet (The Ultimate Guide to Magical Spells, Rituals, and Magic Associated) Perry Dickey, Looking for ways to grow closer to people in your life and understand them on a deeper level? Astrology can show you how other people operate, what motivates them, and how to best connect. It is an inclusive, progressive approach to bonding that addresses compatibility across a spectrum of potential pairings. Look beyond the traditional sun-sign focused, traditionally perceived pairings to also explore relationship compatibility among moon and ascendant/rising signs. Well-organized and comprehensive, Astrology explores compatibility across a range of association types, including romantic partnerships, friends and family, and colleagues. In this book, you will: · Learn how Babylonians used astrology in their daily lives · Understand astrology, which was the first astrological system used by ancient Egyptians · Learn about the Egyptian zodiac signs · Explore how Hellenic astrology combines Babylonian and Egyptian astrology to create a new system · Learn about the Thema Mundi and Hellenistic charts · Explore the Hermetic lots in further detail · Learn how to make your own astrology With this book as your starting point, you can finally unravel the knots in your life. Studying Astrology enlightens you and gives you a better perspective on life. From the knowledge provided in this book, you’ll be able to analyze your natal chart smoothly. So the button now and understand who you really are and how the world of Astrology affects you. |
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