Episode 12

Path to Abundant Living - Episode 12 (Do You Know Your High-Net-Worth Personality Type)

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:

Website

LinkedIn

About the Podcast

Show artwork for Path to Abundant Living
Path to Abundant Living
What got you here, won't get you there