Entries by Ryan Scott

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 […]