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.