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Do You Know Your High-Net-Worth Personality Type?
Manage episode 340330000 series 3317149
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We all have various personality traits. For example, some of us are introverts while others are extroverts. However, did you know that you also have a wealth personality and it has a big impact as you pursue your financial goals?
On the latest installment of Lessons by the Lake, we're examining the topic of high-net-worth personalities. We'll be exploring how you can identify your own and how you can put it to work as you seek to make smart decisions about your wealth!
Sit back, relax, and enjoy another enlightening conversation that's sure to leave you with considerations for your own financial well-being.
Timecodes:
0:06 - Introduction and overview on the topic of the day
1:20 - What do we mean by a high-net-worth personality type
2:29 - An investors attitude and characteristics needs to be similar to their wealth manager
4:30 - The independent wealth personality
7:50 - Those interested in keeping their wealth private overall
9:43 - The VIPs and moguls
12:10 - The gamblers and innovators
13:57 - The importance of working with a wealth manager that recognizes these HNW types
21:55 - How you can get in touch with Bob's team
25:46 - Closing remarks
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