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Investor
Persona Quiz

Your Investor Persona is

Improviser

As a IMPROVISER, you have very flexible attitudes about money as well as most other things in life. This is a strength in many ways. In fact, people often envy your ability to keep your options open. But when it comes to financial planning, you could really use an advisor’s help to get started.

Your Relationship
With Money:

You tend to be fairly ambivalent about money in general. You know that retirement planning is important and sometimes feel like you should be more focused on it, but that’s just not where your mind likes to go.

Your Confidence Level

Because investing has never really interested you, it’s not an area where you feel particularly confident. You have a vague feeling that you should be doing something––or else you wouldn’t be reading this––but you don’t feel like you have the knowledge or interest to actively manage an investment account.Having someone else take the lead on retirement planning would be a breath of fresh air.

Your Ideal Advisor

The best advisor style for you is The Relationship Builder.

Warm and approachable, The Relationship Builder understands how investing fits into your life, what your goals are, and what level of involvement you actually want to have.

They are masters of creating and executing customized plans and then maintaining regular check-insto keep you in the loop. The Relationship Builder will give you as much detail as you want–and if you don’t want a lot, they know how to give you efficient, broadstroke updates. This is not someone you will need to manage; this is someone who works hard so you can work less.

You can trust The Relationship Builder to look out for your financial future and keep you comfortable while they do it.

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