SESSION: DNA ACCREDITED FINANCIAL ADVISOR TRAINING -
ATLANTANOVEMBER 4 AND 5, 2020
The comprehensive two-day workshop builds on the foundation of the
knowledge you gained and helps you to become a Human Performance
Accelerator learning insights to further help clients achieve greater
self-empowerment.
The 6 pillars of DNA Financial Planning Performance is explored
in-depth using the internationally recognized Financial DNA Discovery
Processes. Further, our highly structured and tangible Financial
Planning Performance Planning Process will enable you to charge higher
advisory fees and increase profitability on a sustainable basis.
2-DAY FINANCIAL DNA ADVISOR TRAINING CLASS
2-day Natural Behavior, Learned Behavior, and Additional Behavioral
Finance Insights. Plus – How to Deploy the Financial DNA Discovery
Process to meet the different behavioral challenges in serving every
client on their unique terms. This practical and experiential training
program includes:
* Advisors discovering their own strengths and struggles
* Learning how to use behavioral insights in relating to different
clients
* Identifying your ideal clients and keeping them engaged.
* Techniques for improving client meeting facilitation with powerful
questions
* Building behaviorally smart portfolios which align client
risk-taking, decision biases, goals, and financial capacity
_PLEASE DO NOT MAKE TRAVEL ARRANGEMENTS MORE THAN 30 DAYS BEFORE THE
START OF THE TRAINING. DNA BEHAVIOR INTERNATIONAL IS NOT RESPONSIBLE
FOR ANY TRAVEL EXPENSE LOSSES ASSOCIATED WITH THE CANCELLATION OR
RESCHEDULING OF TRAINING._
culture
sports
668
Views
06/11/2020 Last update