2

Modify

3

Ask

4

Review

5

Talk

Behaviorally SMART Meetings

Power your meetings with Financial DNA by connecting Science, Methodology, and ART.

Getting to know clients is both an art and a science. Use the below SMART meeting approach to have customized meetings with your clients that are meaningful. Follow each step in every meeting, whether it’s a prospect or a client you have known for years.

A 5-Step Process to Power Your Meetings with Behavioral Finance

With over 20-years of behavioral finance experience, our team has developed this easy-to-follow 5-step meeting approach. It all starts by sharing your unique link with a client to have them discover their Financial DNA.