Behaviorally SMART Financial Personality

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 Behaviorally SMART Webinar Series

Financial DNA Platform Onboarding Webinar

Continuing your Behavioral Management education begins with mentoring programs designed with you in mind.

Register for additional Financial DNA Behaviorally SMART webinars featured this month:

Behaviorally SMART Goals-based Planning – Tuesday, July, 18th @ 1 PM

Behaviorally SMART Team Performance – Tuesday, July, 25th @ 1 PM