Entries by Ryan Scott

4 Hacks For Managing Your Nightmare Clients

Advisors and their staff love to stereotype their clients. Without even realizing it, most firms segment their clients based on communication style using a crude method of stereotyping. While this segmentation is informal, it 100% aligns to the four fundamental client communication styles. Below is a guide to the four most common client communication styles […]

Robo 2.0, Your Torrid Behavioral Finance Fantasy Comes True

Yesterday, my friend shared a link to a new artificially intelligent personal assistant that can communicate independently with clients. Her name is Amy and she is superwoman compared to Siri. Unlike Siri, Amy can work independently, multi-task, make her own decisions and can even teach herself to emotionally connect with others based on their digital […]

Financial DNA, the All-in-One Behavioral Finance Platform

Communication Styles, Behavioral Biases, and Risk Profiles will soon power your CRM with the Financial DNA App for Salesforce. Review the slide share below to see the features of our newest CRM integration. About the process: 1. A 20-minute time commitment for clients Identify the complete financial personality of your client in 1 simple, web-based […]