Episode 295 – Cracking the Personality Code: AI for Better Client Relationships with Matt Schiffman

Matt Schiffman, founder of totumai, joins us to share how the platform is reshaping advisor-client communication. By combining personality science with artificial intelligence, totumai helps advisors move beyond demographic labels and understand how each client truly thinks, decides, and connects. Instead of one-size-fits-all messaging, advisors can tailor communication to fit personality, building trust, strengthening relationships, and driving better outcomes.

Drawing on research with hundreds of investors, Matt explains how totumai distilled complex psychology into a simple eight-question survey that identifies five distinct personas—represented by musical instruments—that reveal how clients prefer to engage. He highlights how advisors can apply these insights across use cases, from personalized emails to meeting agendas and team dynamics. Looking ahead, Matt shares how AI may soon identify personality in real time, expanding the impact of this approach not only in wealth management but also in healthcare, education, and other fields where communication drives results.

Resources: totumai

Read the white paper: Why Traditional Personas Fail

 Take the personality survey! Visit survey.totumai.net to discover insights about your personality traits and characteristics through totumai’s comprehensive assessment.

Click here for the full video demonstration.

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