Team of five colleagues meeting for discussion

How to Become a Behaviorally Smart Advisor

The financial services industry needs new business models ones that help re-define what a financial advisor is capable of beyond just a numbers oriented investment orientation. The traditional twenty-five year ...
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dna behavior People-Insights

Behavioralizing Advisors & Financial Planning

"Identifying each person's financial personality regarding how that drives decision making, will reduce costly complaints." Leon Morales, DNA Behavior International [The Institute for Innovation Development interview series ...
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