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Financial Personality Test
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First Name
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3
Question 1:
When you receive an unexpected bonus at work, what do you do?
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A. Delay deciding what to do with it
B. Donate a significant portion to charity
C. Worry that it's not enough to make a difference
D. Spend it on something you've wanted
E. Save it all for future needs
F. Feel anxious and unsure about what to do with it
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4
Q 1 Pro
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Q 1 Giv
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Q 1 Pes
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Q 1 Spe
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Q 1 Sup
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Q 1 Eas
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Question 2:
How often do you review your bank statements and financial accounts?
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A. To ensure I have enough to help others
B. Occasionally, when I remember
C. Regularly, I keep a close eye on everything
D. Frequently, worrying about potential issues
E. Only when I want to see how much I can spend
F. Rarely, it's too stressful
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Q 2 Pro
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Q 2 Giv
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Q 2 Pes
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Q 2 Spe
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Q 2 Sup
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Q 2 Eas
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Question 3:
Your approach to budgeting is best described as:
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A. Focused on ensuring I can buy what I want
B. Strict and detailed
C. Stressful and avoided
D. Flexible and often ignored
E. Centered around making sure I can give to others
F. A constant worry about running out of money
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18
Q 3 Pro
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Q 3 Giv
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Q 3 Pes
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Q 3 Spe
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Q 3 Sup
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Q 3 Eas
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Question 4:
When thinking about your financial future, you feel:
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A. Anxious and worried
B. Excited about the things I can buy
C. Fulfilled knowing I can help others
D. Uncertain and tend to avoid thinking about it
E. Overwhelmed and stressed
F. Confident because of my savings plan
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25
Q 4 Pro
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Q 4 Giv
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Q 4 Pes
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Q 4 Spe
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Q 4 Sup
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Q 4 Eas
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Question 5:
How do you typically handle unexpected expenses?
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A. Look for ways to cover it without affecting myability to help others
B. Stress about how it will affect my budget
C. Use credit to cover it and plan to pay later
D. Dip into savings without worry
E. Delay dealing with it as long as possible
F. Feel overwhelmed and unsure how to handle it
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Q 5 Pro
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Q 5 Giv
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Q 5 Pes
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Q 5 Spe
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Q 5 Sup
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Q 5 Eas
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Question 6:
What is your primary motivation for managing your Finances?
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A. To reduce stress and anxiety
B. To enjoy life and make the most of my money now
C. To avoid financial disasters
D. To be able to support and give to others
E. To ensure long-term security
F. To eventually get around to my financial goals
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Q 6 Pro
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Q 6 Giv
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Q 6 Pes
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Q 6 Spe
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Q 6 Sup
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Q 6 Eas
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Question 7:
How do you feel about saving money?
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A. It feels overwhelming and complicated
B. I often put it off for later
C. I worry I won’t save enough to cover future needs
D. I'd rather spend and enjoy my money now
E. I save so I can be generous to others
F. It's a top priority and gives me peace of mind
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Q 7 Pro
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Q 7 Giv
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Q 7 Pes
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Q 7 Spe
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Q 7 Sup
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Q 7 Eas
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Question 8:
When you think about debt, you:
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A. Consider it carefully to avoid affecting my ability to help others
B. See it as a tool to get what I want now
C. Tend to ignore it and hope it goes away
D. Worry constantly about how it will impact my future
E. Plan carefully to avoid it as much as possible
F. Feel overwhelmed by the thought of it
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Q 8 Pro
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Q 8 Giv
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Q 8 Pes
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Q 8 Spe
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Q 8 Sup
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Q 8 Eas
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Question 9:
How do you prioritize your spending?
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A. Ensure I have enough to give to others
B. Prioritize fun and enjoyment
C. Worry about not having enough for future expenses
D. Often delay making spending decisions
E. Get overwhelmed by all the choices
F. Focus on needs and savings first
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Q 9 Pro
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Q 9 Giv
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Q 9 Pes
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Q 9 Spe
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Q 9 Sup
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Q 9 Eas
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Question 10:
When it comes to investing, you:
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A. Look for investments that allow me to give more in the future
B. Feel overwhelmed by the options and risks
C. Worry about losing money and tend to avoid it
D. Delay getting started because it seems complicated
E. Prefer to spend on immediate pleasures rather than invest
F. Have a well-thought-out plan and stick to it
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Q 10 Pro
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Q 10 Giv
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Q 10 Pes
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Q 10 Spe
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Q 10 Sup
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Q 10 Eas
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Question 11:
How do you react to financial advice?
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A. I prefer to follow advice that allows me to enjoy my money now
B. I seek advice that helps me support others better
C. I get overwhelmed and unsure of what to do
D. I tend to put it off and think about it later
E. I feel skeptical and often worry it won't work for me
F. I carefully evaluate and implement it
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Q 11 Pro
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Q 11 Giv
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Q 11 Pes
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Q 11 Spe
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Q 11 Sup
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Q 11 Eas
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Question 12:
When setting financial goals, you:
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A. Focus on short-term goals that bring immediate satisfaction
B. Have clear, detailed plans and follow through
C. Feel overwhelmed by the process
D. Set goals that include being able to give more
E. Often delay setting them or follow through inconsistently
F. Worry that they won't be achievable
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Q 12 Pro
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Q 12 Giv
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Q 12 Pes
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Q 12 Spe
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Q 12 Sup
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Q 12 Eas
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Question 13:
How do you handle financial setbacks?
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A. Procrastinate on making necessary adjustments
B. Spend to make myself feel better
C. Worry extensively about the impact
D. Reassess and adjust my savings plan
E. Feel overwhelmed and unsure how to move forward
F. Consider how it affects my ability to help others and adjust accordingly
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Q 13 Pro
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Q 13 Giv
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Q 13 Pes
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Q 13 Spe
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Q 13 Sup
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Q 13 Eas
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Question 14:
What is your approach to financial education?
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A. Actively seek out information to improve my financial knowledge
B. Focus on learning how to better support and give to others
C. Get overwhelmed by the amount of information
D. Plan to learn more later but often delay
E. Prefer to learn only what's necessary to enjoy my money now
F. Feel skeptical and worry it's too complicated
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Q 14 Pro
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Q 14 Giv
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Q 14 Pes
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Q 14 Spe
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Q 14 Sup
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Q 14 Eas
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Question 15:
How do you feel about giving to charity or helping others financially?
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A. It is a top priority for me
B. I budget for it but prioritize savings first
C. Do it when I have extra money to spare
D. Worry about whether I can afford it
E. Feel overwhelmed by the options and responsibilities
F. Delay making decisions about it
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Q 15 Pro
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Q 15 Giv
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Q 15 Pes
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Q 15 Spe
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Q 15 Sup
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Q 15 Eas
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Question 16:
When planning for retirement, you:
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A. Feel overwhelmed by the complexity of it
B. Procrastinate and often put off planning
C. Plan to ensure I can support others even in retirement
D. Worry about not having enough saved
E. Focus on enjoying life now rather than saving for later
F. Have a clear and detailed savings plan
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109
Q 16 Pro
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Q 16 Giv
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Q 16 Pes
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Q 16 Spe
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Q 16 Sup
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Q 16 Eas
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115
Question 17:
How do you manage financial stress?
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A. By focusing on how I can help others despite the stress
B. By sticking to a well-structured plan
C. By spending money on things that make me happy
D. By worrying and often feeling anxious
E. By feeling overwhelmed and unsure where to start
F. By avoiding financial tasks and decisions
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116
Q 17 Pro
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Q 17 Giv
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Q 17 Pes
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Q 17 Spe
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Q 17 Sup
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Q 17 Eas
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122
Question 18:
What role does money play in your sense of security?
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A. It's essential for my sense of security and peace of mind
B. It's a means to enjoy life
C. It’s a constant source of worry
D. It’s important for being able to help others
E. I think about it, but often delay taking action
F. I feel overwhelmed thinking about it
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123
Q 18 Pro
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Q 18 Giv
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Q 18 Pes
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Q 18 Spe
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Q 18 Sup
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Q 18 Eas
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129
Question 19:
How do you approach financial planning for major life events (e.g., buying a house, having children)?
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A. Ensure I can still give and support others through these events
B. Plan meticulously and save accordingly
C. Focus on enjoying the moment rather than planning extensively
D. Delay making detailed plans
E. Worry about the financial burden
F. Feel overwhelmed by the scale of planning required
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130
Q 19 Pro
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Q 19 Giv
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Q 19 Pes
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Q 19 Spe
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Q 19 Sup
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135
Q 19 Eas
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136
Question 20:
What is your approach to paying off debt?
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A. Make minimum payments and continue to spend
B. Pay it off while ensuring I can still help others
C. Often delay making payments or plans to pay it off
D. Focus on paying it off as quickly as possible
E. Worry about how long it will take
F. Feel overwhelmed by the amount and terms
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137
Q 20 Pro
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Q 20 Giv
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Q 20 Pes
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Q 20 Spe
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Q 20 Sup
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142
Q 20 Eas
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143
Procrastinator
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144
Giver
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145
Pessimist
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146
Spender
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Super Saver
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148
Easily Overwhelmed
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149
Most Dominent Personality
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