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What is Financial Life Planning?

I am not trying to confuse clients with additional terminology of financial life planning. I know the public has more financial articles, blogs, internet pages, mailers, seminars, and total noise presented from or by financial planners, brokers, insurance professionals, pretend financial gurus, and other media noise that probably confuses clients on what financial services should […]

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Don’t Let Behavioral Biases Cost You Money!

A key principle to remember is that each client reacts differently to the same market events. This is because they each have a unique mix of behavioral biases. This begs the question, how will you manage your different clients’ emotions as the market changes? In the financial planning process, some clients tend to make financial […]

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Using Behavioral Intelligence to Navigate Couple Differences

Let’s examine the client experience in your financial services practice. Who is the first person I would come in contact with at your firm? Are they trained in the behavioral intelligence of your clients? Do they even have the data in your CRM so they can easily remind themselves how to adjust their style to […]

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Clients Enjoy Participating in the DNA Behavior Discovery

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 […]