Navigating Financial Personality Risks Webinar Series

1-hour complimentary webinar. This webinar is offered monthly on the second Tuesday of each month at 1:00pm ET.

For financial advisors who are interested in behavioral finance and how it can be used to understand client communication styles, behavioral biases and risk profiles.

  • Learn how to communicate with your clients in volatile markets.
  • Practically apply behavioral finance.
  • Discover the 16 behavioral biases that influence your clients’ financial and life decisions, and how to manage them to help clients achieve their goals.
Navigating Financial Personality Risks

Financial DNA Platform Onboarding

Financial DNA Platform Onboarding Webinar

30-minute webinar. This webinar is offered weekly on Wednesdays at 2:00pm ET.

For financial advisors who are have signed up to use Financial DNA and want to learn how to use the all-in-one behavioral finance platform.

  • This training provides an introduction to the DNA Behavior Admin System.
  • Learn how to invite your clients to take the Financial DNA Discovery.
  • Learn how to access and generate all of the different Financial DNA reports for each of your clients.
  • Learn how to use the DNA Knowledge Center resources to grow your knowledge, your clients and your practice.