“From Personality to Saving Behavior: Bridging the Saving Gap”

About This Webinar

Are you more open, conscientious, extroverted, agreeable, or neurotic? Sarah will provide an overview of these “Big Five” personality traits and what they mean for saving success. This presentation will also introduce a psychological framework that you can incorporate into practice to better understand your clients’ psychological makeup and tendencies for behavior. Positive psychological tools and resources will be discussed.


1. Define the major personality types.
2. Identify which personality types undermine saving behavior.
3. Communicate to clients how different personality types are related to saving behavior.
4. Identify appropriate communication strategies based on client personality type that promotes successful saving behavior.


Saving Behavior (4:42)

Psychological Characteristics (9:22)

3M Model of Motivation & Personality (10:19)

 “OCEAN” – Big Five Personalities (14:36)

Compound Traits (20:19)

Situational Traits (24:04)

Surface Traits (25:59)

Analysis (27:00)

Implications & Conclusions (39:23)

Gathering Psychological Client Data (53:06)

Measuring Financial Self-Efficacy (55:43)

Measuring Positive Psychological Attributes (56:47)

Measuring Personality (57:43)

About Sarah Asebedo, Ph.D., CFP®

Sarah Asebedo, Ph.D., CFP®, is an Assistant Professor of Personal Financial Planning with Texas Tech University. With extensive financial planning practitioner experience, her goal is to connect research and financial planning practice. She is currently spearheading research focused on Positive Psychology and financial behavior, and how mediation and principled negotiation techniques can be employed to resolve money arguments. Her work has been published in the Journal of Financial Planning, Journal of Behavioral Finance, Journal of Financial Therapy, Journal of Financial Counseling and Planning, and Financial Planning Review. Asebedo’s work has been recognized with the Montgomery-Warschauer Award (FPA), the Top 40 Under 40 Award (Investment News), the AARP Public Policy Institute Financial Services and the Older Consumer Award (ACCI), and the Robert O. Hermann Outstanding Dissertation Award (ACCI). Asebedo currently serves as President-Elect for the Financial Therapy Association. She earned her Ph.D. in Personal Financial Planning from Kansas State University.

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