You're sitting in a sleek conference room,Īnd you feel your potential dream job is within reach. Which finance personality best describes you?Īre you a reporter, a commentator, an advisor or a strategist?ĭiscover the 4 different finance mindset personasĪnd find out which one describes you best. The Strategist mindset involves taking a long-term view of financial decisions and focusing on overall business goals. They work closely with business partners or clients to understand their financial goals and develop a customized plan to achieve them. The Advisor mindset involves providing coaching and guidance to business teams. The Commentator mindset goes beyond simply reporting information to offer opinions and analysis. Folks with this mindset spend a lot of time preparing financial reports. The Reporter mindset is characterized by a focus on gathering and reporting information. Reporter, Commentator, Advisor, and Strategist. These finance mindsets are often categorized as
