Represents a community of behavioral finance stewards who share a vested interest in the successful deployment of the DNA Behavior products for operational excellence in building a client-centered organization. The Financial DNA User Group should be a resource for sharing expertise and vision among member dedicated to mutual success in behavioral finance operational excellence. We will feature a Case Study of using a Financial DNA tool and how advisors use this in their workflow process.
The Financial DNA Community Call focused on Goals-Based Planning. The Financial DNA User Group is a resource for sharing expertise and ideas and is held quarterly.