clients perspective case deeper discovery

A Client’s Perspective: The Case for Deeper Discovery

Since most advisors have no way of knowing why their client is behaving they way they do, they will pick an interpretation—because that’s what our brains do. The way we see one another can be irrational, incomplete and inflexible—and largely automatic. And it is a two-way street: both from an advisor’s and a client’s perspective. […]

is your client susceptible

Is Your Client Susceptible?

You spend a lot of time developing a trusting relationship so you can create a customized portfolio and financial plan for your clients. But it could all unravel in the blink of an eye! There are three often over-looked financial personality factors at play with each of your clients and these are often hidden deep […]

Behavioral Matching Simultaneously Meets Both Challenges

Behavioral Matching Matters

In working with financial services firms (including banks and insurance companies) all over the world I have found many are at different stages of searching for the right path to become more client centered. On this journey to the next level they all have the primary challenges of growing their revenues and managing the ever […]

clients participating dna behavior discovery

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 […]

LET YOUR SALES TEAM GIVE YOU A REVENUE LIFT

Let your Sales Team Give You a 23% Revenue Lift

Successful selling is about making and maintaining connections! Yes, but its also more than that. Successful sellings greater success lies in building relationships that deliver repeat business, referrals, and bottom line lift. There are key behaviors that, when identified, are found in the most successful sales environments and some of these behaviors may not be […]

WHOS IN CHARGE OF MINDING

Who’s in Charge of Minding the Client?

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 […]

Protect Clients from Themselves

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 […]

Top 3 Reasons for Understanding Customer Communication Styles

The landscape for businesses is becoming more fast-paced, high-tech and competitive with each year. Customers are expecting personalized offerings based on their interests, customized experiences based on their preferences and efficient service delivery on their terms. They want to resolve problems with a simple phone call… or by sending an email, or online chatting. Solutions […]

Tip: Focus on the Who for Comprehensive Client Engagement

As a financial advisor, your goal is to provide optimal support for your clients. This means discovering client needs and achieving them by implementing a behaviorally smart plan to accomplish those dreams. At your annual meetings, it can be difficult to be fully receptive and present to clients agendas as every individual has certain trained […]