APTi Conference 2013 Your Money Personality

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A brief overview of how the Jungian functions impact financial management

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  • APTi XX Biennial Conference, 2013 Miami Your Money Personality (c)2013 Ray Linder
  • APTi XX Biennial Conference, 2013 Miami Your Money Personality (c)2013 Ray Linder
  • APTi XX Biennial Conference, 2013 Miami Your Money Personality (c)2013 Ray Linder
  • APTi XX Biennial Conference, 2013 Miami Your Money Personality (c)2013 Ray Linder
  • APTi XX Biennial Conference, 2013 Miami Your Money Personality (c)2013 Ray Linder
  • APTi XX Biennial Conference, 2013 Miami Your Money Personality (c)2013 Ray Linder
  • APTi XX Biennial Conference, 2013 Miami Your Money Personality (c)2013 Ray Linder
  • APTi XX Biennial Conference, 2013 Miami Your Money Personality (c)2013 Ray Linder
  • APTi XX Biennial Conference, 2013 Miami Your Money Personality (c)2013 Ray Linder
  • APTi XX Biennial Conference, 2013 Miami Your Money Personality (c)2013 Ray Linder
  • APTi XX Biennial Conference, 2013 Miami Your Money Personality (c)2013 Ray Linder
  • APTi XX Biennial Conference, 2013 Miami Your Money Personality (c)2013 Ray Linder
  • APTi XX Biennial Conference, 2013 Miami Your Money Personality (c)2013 Ray Linder
  • APTi XX Biennial Conference, 2013 Miami Your Money Personality (c)2013 Ray Linder
  • APTi XX Biennial Conference, 2013 Miami Your Money Personality (c)2013 Ray Linder
  • APTi XX Biennial Conference, 2013 Miami Your Money Personality (c)2013 Ray Linder
  • APTi Conference 2013 Your Money Personality

    1. 1. Your MoneyYour Money PersonalityPersonality Ray LinderRay Linder APTi XXAPTi XX Biennial ConferenceBiennial Conference 20132013
    2. 2. $$ $$ HistoryHistory  ““I wonder . . . .”I wonder . . . .”  Personal anecdotesPersonal anecdotes  SurveysSurveys  Breakout groupsBreakout groups
    3. 3. $$ $$ Key factsKey facts  Money provides type-relatedMoney provides type-related psychological satisfactionpsychological satisfaction  Type influences financialType influences financial behaviorsbehaviors  Each of us has an observableEach of us has an observable “money personality”“money personality”
    4. 4. $$ $$ MotivationMotivation  Desire for financial gainDesire for financial gain (NT)(NT)  Avoiding financial lossAvoiding financial loss (I)(I)  Comfort and convenienceComfort and convenience (+SP/-NT)(+SP/-NT)  Security and protectionSecurity and protection (+ISJ/-SP)(+ISJ/-SP)  Pride of ownershipPride of ownership (+NT/-NF)(+NT/-NF)  Emotional satisfactionEmotional satisfaction (+NF/-ETJ)(+NF/-ETJ)
    5. 5. DefineDefine ProductiveProductive Use of MoneyUse of Money
    6. 6. $$ $$ SJSJ Save for futureSave for future Meets needsMeets needs Sense of stabilitySense of stability SJSJ Save for futureSave for future Meets needsMeets needs Sense of stabilitySense of stability SPSP Have funHave fun Add to comfortAdd to comfort A rush, a memoryA rush, a memory SPSP Have funHave fun Add to comfortAdd to comfort A rush, a memoryA rush, a memory NTNT Balance ST vs. LTBalance ST vs. LT Max for minMax for min Create changeCreate change NTNT Balance ST vs. LTBalance ST vs. LT Max for minMax for min Create changeCreate change NFNF Reflects MeReflects Me Personal growthPersonal growth EmotionallyEmotionally fulfillingfulfilling NFNF Reflects MeReflects Me Personal growthPersonal growth EmotionallyEmotionally fulfillingfulfilling
    7. 7. $$ $$  Family habits: spending, giving,Family habits: spending, giving, borrowing, savingborrowing, saving  Family traditionsFamily traditions  Unique circumstancesUnique circumstances  PeersPeers  CultureCulture Learned BehaviorsLearned Behaviors
    8. 8. $$ $$
    9. 9. $$ $$ Extraverted SensorsExtraverted Sensors ESTP, ESFP [istp, isfp]ESTP, ESFP [istp, isfp]  Hallmark – Immediacy, impactHallmark – Immediacy, impact  Priority – DonPriority – Don’t miss the moment’t miss the moment  Risk - adventure, uncertainty is funRisk - adventure, uncertainty is fun  Common practices - Buy now;Common practices - Buy now; minimal (if any) planning; little store orminimal (if any) planning; little store or brand loyaltybrand loyalty
    10. 10. $$ $$ Introverted SensorsIntroverted Sensors ISTJ, ISFJ [estj, esfj]ISTJ, ISFJ [estj, esfj]  Keys - Cautious, Careful, Concerned,Keys - Cautious, Careful, Concerned, ConservativeConservative  Priority – Be responsible, avoidPriority – Be responsible, avoid instabilityinstability  Risk –Risk – “No!” Must protect against“No!” Must protect against negative outcomesnegative outcomes  Common practices - Store and brandCommon practices - Store and brand loyalty; plan and save or go withoutloyalty; plan and save or go without
    11. 11. $$ $$ Extraverted IntuitivesExtraverted Intuitives ENTP, ENFP [intp, infp]ENTP, ENFP [intp, infp]  Hallmark –OptimismHallmark –Optimism  Priority – Have money to respond toPriority – Have money to respond to optionsoptions  Risk – Comfortable with if:Risk – Comfortable with if: calculatedcalculated (NTP);(NTP); with someonewith someone (NFP)(NFP)  Common practices – “wait and see”; ifCommon practices – “wait and see”; if paralyzed by possibilities, may buy allparalyzed by possibilities, may buy all the choicesthe choices
    12. 12. $$ $$ Introverted IntuitivesIntroverted Intuitives INTJ, INFJ [entj, enfj]INTJ, INFJ [entj, enfj]  Hallmark – Aesthetics, foresightHallmark – Aesthetics, foresight  Priority – GetPriority – Get “the best money can“the best money can buy”buy”  Risk – worth taking once end isRisk – worth taking once end is clearly in mindclearly in mind  Common practices - Buy the vision orCommon practices - Buy the vision or do withoutdo without
    13. 13. $$ $$ Extraverted ThinkersExtraverted Thinkers ESTJ, ENTJ [istj, intj]ESTJ, ENTJ [istj, intj]  Hallmark - ManagementHallmark - Management  Priority – Set up and follow a processPriority – Set up and follow a process  Risk – Logical, manageable risksRisk – Logical, manageable risks  Common practices - Keep orderlyCommon practices - Keep orderly records; track all cash flowsrecords; track all cash flows
    14. 14. $$ $$ Introverted ThinkersIntroverted Thinkers INTP, ISTP [entp, estp]INTP, ISTP [entp, estp]  Hallmark - Efficiency, effectivenessHallmark - Efficiency, effectiveness  Priority – Spend money only whenPriority – Spend money only when value is there, regardless of pricevalue is there, regardless of price  Risk – analyzed, understood,Risk – analyzed, understood, weighed risksweighed risks  Common practices: ComparisonCommon practices: Comparison shopping to analyze price vs. utility;shopping to analyze price vs. utility; only payonly pay “what it“what it’’s worth to me”s worth to me”
    15. 15. $$ $$ Extraverted FeelersExtraverted Feelers ESFJ, ENFJ [isfj, infj]ESFJ, ENFJ [isfj, infj]  Hallmark - RelationshipsHallmark - Relationships  Priority – Use money for sharedPriority – Use money for shared experiencesexperiences  Risk – Avoid relational pressures,Risk – Avoid relational pressures, tensiontension  Common practices: Use money toCommon practices: Use money to take care of people; maintaintake care of people; maintain personal connectionspersonal connections
    16. 16. $$ $$ Introverted FeelersIntroverted Feelers ISFP, INFP [esfp, enfp]ISFP, INFP [esfp, enfp]  Hallmark - Deeply-held values,Hallmark - Deeply-held values, financial apathyfinancial apathy  Priority –Priority – Values-driven approach toValues-driven approach to financesfinances  Risk – ????Risk – ????  Common practices - buy things theyCommon practices - buy things they like; donlike; don’t bother “keeping up with’t bother “keeping up with Joneses”Joneses”

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