Episode 1 : 09/12/2016

Investor archetypes

draft-archetypes

Matt Smith

Managing Director
BMO Global Asset Management

Host:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

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Thank you for your interest. We look forward to helping enhance your client conversations.

Investor archetypes: tailoring your communication to match your clients’ personality

Every investor has a unique perspective on the world, unique reasons for investing, and unique goals for their investment portfolios. In Episode 1, we explore how financial advisors can use personality archetypes to create better connections with their clients. How can you better communicate with investors who might feel that their advisor should have foreseen change in the markets?

 

Our guest (and cohost) is Matt Smith, the coauthor of Someday Rich: Planning for Sustainable Tomorrows Today. In order to distill the complex psychological attributes of different people into information that investment advisors could easily utilize in their everyday lives, Matt and his coauthor describe four investor archetypes, each with their own set of personality attributes: Guardians, Artisans, Idealists and Rationals. This episode details each of the archetypes and how you as a financial advisor can best cater to your clients’ personalities.

In this episode:

  • The history of personality types
  • Dealing with clients who feel you should have seen a market change coming
  • What communication styles work best for different clients
  • Finding out what archetype you are
  • Why people may fit into multiple archetypes

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