Systematically Address Financial Personality To Remake Your Firm

Systematically Address Financial Personality To Remake Your Firm
Hugh Massie
Financial DNA Resources
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IMCA - 1 credit

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.


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We’re for you if you’re a fiduciary who:

--  relies on economic fundamentals

--  broadly diversifies a core of portfolios in low-expense funds and ETFs

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

 

A4A courses accredited by the CFP Board, IWI, and NASBA power a special brand of independent financial advice. We also leverage the Web to benefit of consumers as well as fiduciaries enrolled in our classes.

 

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