Behaviour

Are you a dolphin or a squirrel?

                                 Are you a dolphin or a squirrel?

A couple of years ago I attended the Canadian Institute of Financial Planning’s National Financial Planner conference.  Let me tell you that if you thought a bunch of financial planners don’t know how to party at a fancy hotel in Vancouver……you would probably be right. 

Aside from discovering that there was no tequila at this conference and that I was the youngest financial planner there by about 15 years, (you think I am joking but a group of ladies I call “the grandma’s” felt sorry for me and adopted me) I did learn some interesting things. 

The most interesting was the concept of money personalities.  This was being taught so that we could identify the money personalities of our clients and be able to tailor our financial planning advice to suit those personalities.