Advisor Personal Insights Review

Subscribe to our White Papers

DNA Behavior News & Research

Featured
April 2012: Financial DNA Provides “All-In-One” Financial Personality Reporting to include Natural Risk Behaviorread more
4-11-2012: Management Principle: Conflict The most debilitating of all sicknesses is when intra-company relationships turn sour.read more
4-10-2012: All I Said Was... In the business world, communication style has a direct impact on behavior and in turn performance.read more
4-5-2012: Mimicking Customer Communication Style Increases Sales 17% Can having a similar communication style to your prospect increase your chances to convert them to a client?read more

financial dna, dna discovery, financial plan, financial discovery, financial motivations The Advisor Personal Insights Review is the starting point for your DNA Behavior Discovery which is critical if you wish to take clients on the journey.

Complete the Financial DNA Quality Life Discovery to learn your core Quality Life Drivers. This will provide greater behavioral awareness for building a Quality Life and improving Financial Planning Performance. You will complete the Quality Life Discovery Process and the Financial DNA Natural Behavior Discovery process. This will take 20 to 30 minutes.

What You Get:

DNA Quality Life Performance Report;
Financial DNA Natural Behavior – Financial Planning and Wealth Mentoring Reports;
One hour Virtual Performance Coaching Session to develop your personal Quality Life Performance. In the session, you will address how to use your natural strengths and manage your struggles to optimize the balance of your life and finances for enhancing Quality Life Performance.
In addition, you will gain valuable insights for improving how you know, engage and grow your clients for sustainable financial planning performance.

Advisor Personal Insights Review

Price: $250 per advisor