Join us to discover the 10 Unique Profiles for Financial DNA and how they determine your clients' financial personality and help manage relationship risks that will have a significant impact on their financial planning.
During this webinar, we will guide you on how to:
• Gain accurate and reliable behavioral insights for knowing who your clients and their spouse
• Manage your clients’ emotions and help them to more confidently make committed decisions
• Use Market Mood to understand your client’s financial personality to proactively guide your client
• Have the opportunity to take your own Financial DNA and see your results immediately
Research shows that 93.6% of the financial planning process is behavioral management of the client. In the highly competitive world of financial planning, Advisors need to become behaviorally smart for demonstrating sustainable value to their clients.
After registering, you will receive a confirmation email containing information about joining the webinar.