Financial Advisors + ID + EI – What Does It All Mean?
It’s an age-old question. How can financial advisors break through emotional barriers to help clients with their finances? In recent Identity conversations with Canon Financial Institutes Executive Director Certifications, William Trigleth III, Hugh Massie, Chairman and Founder of DNA Behavior Global, talked about the importance of financial advisers understanding Emotional Intelligence (EI) and Identity (ID) […]