Financial personality tests are widely used to engage prospective clients through self-discovery - but they are more art than science. There is a better, more scientific way forward.
Stephen Striegel2021-09-10T18:55:03+00:00Financial Personality Tests – Shouldn’t the Industry Be Better Than That?Stephen Striegel2021-09-10T18:55:03+00:00
Stephen Striegel2021-09-13T15:07:11+00:00Foundations: Life’s Three Key TradeoffsStephen Striegel2021-09-13T15:07:11+00:00
All decisions in life, large and small, financial and non-financial, are governed by three key tradeoffs: Risk vs. Return, Today vs. Tomorrow, and Self vs. Others.