A Behaviorally Smart Firm Creates Profitable Relationships

Is it important to grow behaviorally smart advisors?
DNA Behavior, DNA Quality Life, Quality Life, Business Culture
The overwhelming response from both advisors and their clients is YES.

Recent research shows:
1. Clients rate Emotional Intelligence as the #1 skill they are looking for in an advisor.
2. Advisors rate Client Engagement as the #1 program they want to add in their practice.

Both clients and advisors agree that understanding financial personalities is the key to long-term successful relationships.

The need to objectively uncover natural instinctive behavior is crucial in the financial planning process because this is how clients:

  • More comfortably make decisions
  • Operate under stress
  • Create a framework for life and financial perspectives

And we know that 93.6% of financial planning is the behavioral management of the client.

It makes dollars and sense to grow behaviorally smart advisors.

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Visit the Financial DNA website to learn more about our solutions for navigating the different behavioral styles and emotions of family members.

Peggy Mengel

Peggy Mengel

Peggy Mengel - Business Coach - The Biz Sherpa

As CEO and founder of The Biz Sherpa, I coach and consult with executives on developing deep and strong relationships with clients, staff and most importantly, themselves. When you align your talents, passions and strengths with a strategy that fits your uniqueness, you will transform yourself, your client experience and your business.

Throughout my career, one my driving principles is to understand people before numbers. It is this philosophy that ignites my desire to help financial services firms meet the challenge of driving results through a behaviorally based strategy.

How can your firm balance the demands of effectively managing people and maximizing profits? Start building business from the "inside-out" with a coach who understands your industry and your challenges.

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