client personalities

Episode #11: Client Personalities – Which One Are You?

The Bird’s Eye View:

The Do-It-Yourselfer. The Ostrich. The Gambler. The Model Citizen. Are you one of these types of clients? On this episode, we’ll take a look at all the different types of personalities that walk through Scott’s door and the unique challenges they face.

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Scott Dougan, RFC, Investment Advisor – Contact