02/06/09 4 PM EST | IWI |
Hugh Massie of Financial DNA Resources designed a systematic process for uncovering and addressing a client's unique financial personality traits and adapting your communication to strengthen relationships and enable better understanding. Massie's process uncovers predictable hard-wired behaviors that significantly influence financial decisions. By embracing this system, advisors can locate prospects who are more compatible with their own personalities and can better tailor financial plans according to each client's unique risk appetite.
This webinar is approved for IMCA CE credit.
A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.