The question we are most often asked is “will my client want to participate in the Financial DNA Discovery Process?” Our Wealth Mentors have had very few clients resist participating. The reality is people do enjoy learning about themselves. It can even help in their business and personal lives. It is liberating for them to […]
Advisors are expanding their practice and planning for their own eventual retirement.? The consensus is generally that younger team members can bring new skills to any practice. Theyre good with social media and they can, it is assumed, relate to younger clients and prospects. In a recent webinar, the main presenter made an intriguing observation […]
USA Today recently reported that many people suffer from financial advisor anxiety?nervousness that makes them reluctant to share the intimate and important details of their finances with an advisor. Whats behind this anxiety?? Fears that are so deep-rooted that it can take years before you get to fully know and understand your client. Since fears […]
Your clients long-term financial goals may be out of sync with the risks theyre willing to take to reach them. According to a recent survey by asset manager Natixis, while about 70% of investors they polled said that growing their assets is increasingly more important than protecting their principal investment, nearly 60% also said they […]
With the all-in-one DNA Customized Behavioral Management Report, you can quickly and effectively tailor the financial planning experience.
With the progress of technology we have got used to instant gratification. Long term perspectives and taking time to seriously focus on what is important? That’s becoming harder to do – especially if you are a trend follower.
The world of financial advice is highly competitive; learning how to build your business and increase your bottom line could be as simple as knowing how to communicate with your prospects.
If one cannot outguess the markets what should you do? The starting point for all investing lies not in what markets are doing but rather in what you actually need in your own personal life.
93.6% of the financial planning process is the behavioral management of the client. Who is the first person that clients come in contact with at your firm, and are you assuming they know how to deal with every client?