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Behaviorally Smart Certified Wealth Mentor Experience
Transforming the Financial Advisor Role -Becoming a Certified Wealth Mentor

What is getting in the way of client-centered success?
Unchecked behavioral responses driving decision making.

We will guide you on how to predict planning risks triggered by behavior (both yours and your client’s):

• Advisors can only engage 40% of their clients, leaving the other 60% under-served
• Investor emotional reactions to market volatility causes portfolio losses of 7.45% per year
• Advisor biases cause under-performance by 1% - 3% per year

Join this webinar to build upon the advisor/client natural behavior discovery process with Learned Behavior, Goals-Based Planning and Quality Life Discovery processes - and how they impact every phase of the financial planning process.

Nov 13, 2018 11:00 AM in Eastern Time (US and Canada)

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Webinar is over, you can not register now. If you have any questions, please contact Webinar host: DNA Behavior.