This book will provide you with powerful tools and resources for navigating your family meeting. Covering the setting, preparation and dialogue, the unique insights offered in this book will provide families with enhanced communication.
eBook $30.00
Financial DNA®: Discovering Your Unique Financial Personality for a Quality Life In Financial DNA Hugh Massie unveils a proven process for better financial decision-making that is based on discovering an individual's unique financial personality. This guide provides readers with accurate insights into human behavior, allowing them to truly put life at the center of their financial planning rather than their money. This awareness will help readers find congruence between their behaviors, passions, values, and their decisions. Financial DNA also discusses transparency in the financial decision-making process, thus lowering the barriers to meaningful dialogue, and opening the door for effective communications, lasting relationships, and making committed decisions.
$39.95$27.70
Financial DNA® Powerful Advisor Questions
This book provides a framework for meeting agendas. Firstly, engaging the client in your services and secondly, in facilitating the client through a discussion on their Financial Personality and planning needs.
eBook: $30.00
Unlocking Quality Life Performance: A Wealth Mentor's Guide to the Financial DNA Natural Behavior Discovery Process
The guide is primarily intended to provide Advisors and Executives with a quick snapshot on how to interpret and then apply each of the 10 DNA Natural Behavior Styles. You will find that the unique insights provided in this guide will enable you to more easily pinpoint the key attributes of each of the styles and/or refresh your memory of the key points that should be communicated when facilitating your clients.
