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Your Investor
Persona

Expert

Protector

Joy Seeker

Delegator

Improviser

How strongly do you agree or disagree with each of the following statements?

I seek wealth primarily to enhance my social status.
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I am not obsessively focused on wealth accumulation.
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When speaking to my investment advisor, I am very specific and clear about my goals.
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When it comes to my money, I watch my investments like a hawk.
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My retirement plan is less important than other financial goals.
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