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MichaelKitces

@michaelkitces

One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog

ID: 16825716

linkhttp://www.kitces.com calendar_today17-10-2008 15:08:51

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MichaelKitces
@michaelkitces

6 days ago

In this episode: -How Nina's assessment categorizes clients into one of six different personality types -How Nina pairs the money personality assessment with a complementary risk tolerance survey -How Nina approaches training advisors kitc.es/4koYnJ6