financial planning persona

Which Financial Planning Persona Are You? – Forbes Custom Content

Investors are, of course, not all alike. Not only do people have varying asset levels and degrees of complexity in their financial lives, they also have different life goals and priorities. After surveying more than 300 individual investors, Forbes identified three distinct investor personas and analyzed their differences to identify steps you can take to improve your satisfaction with your advisor.


Take the quiz to find out which persona you are >