Do you have a system in place to holistically determine the complete financial personality style of the client? Or, are you still relying primarily on your intuition?
Why traditional discovery methods lead to flawed recommendations.
Our blog offers cutting edge research and behavioral insights to give you powerful insights on how human behavior impacts life, business and financial decisions. Also, get information on building enhanced client relationships and practical ideas for managing the human side of your business and improving ROI. Visit the DNA Behavior Website: http://www.dnabehavior.com