Join us to Discover 10 Predictable Behavioral Insights about 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 are
• Manage your clients’ emotions and help them to more confidently make committed decisions
• Customize client meetings with behavioral questions to deepen discovery
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.
NOTE: This webinar occurs several times. Please register for the date and time that works best for you.