Communication Styles, Behavioral Biases, and Risk Profiles to power your CRM.
About the process:
1. A 20-minute time commitment for clients
Identify the complete financial personality of your client in 1 simple, web-based questionnaire.
2. Immediate results
Financial DNAs behavioral finance platform provides a clients communication style, behavioral biases, and risk profile.
3. Identify the best client fit
Advisors naturally engage only 40% of clients. Behavioral finance closes the “Relationship Gap” with the remaining 60% to identify the best opportunities.
4. Training and Support every step of the way.
In guiding our vision, all Financial DNA Packages include help to onboard, support, and train advisors.
Try Financial DNA for yourself today.