The Big Five: A new path to improving client service

Herman Brodie | Prospecta Limited | 21 February 2019 | 0.50 CE

There is scientific consensus that five major personality traits explain much of the behavioural differences between individuals. They have proved useful in predicting life outcomes in areas as diverse as education, work and health. Recent research has also suggested links to financial outcomes, like saving, spending, indebtedness and investing. Individuals’ preferences for information and advice, as well as...