As the global economic crisis disrupts the financial services business, money is in motion, clients are firing brokers, and opportunities abound for independent advisors. How can you seize the moment? 
A key is systematically uncovering and addressing each individual’s unique financial habits and behavior and adapting your communication to each prospect and client. Based on empirical research, Hugh Massie of Financial DNA Resources has designed a process allowing advisors to uncover predictable behaviors that significantly influence financial decisions.
Learn how you can address hard-wired traits of financial personality to communicate and serve clients better and take advantage of opportunities presented by the current turmoil. Plus, this webinar has been approved for one continuing education credit from the Certified Financial Planner Board of Standards. Just be sure to enter your CFP Board Number when you register and we'll take care of the rest.
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Missed our last webinar about Client Advisory Boards? See a replay here.