93.6% of managing wealth is behavioral management, and only 6.4% is due to actual investments themselves, that’s where Wealth Mentoring comes in. Unmanaged emotions destroy the wealth of individuals, couples, and families.
A Wealth Mentor is a skilled behavioral coach trained in the process of facilitating and behaviorally coaching clients to help them achieve greater self-empowerment. The ultimate goal is to help clients unlock their human potential, manage their emotions, and live with meaning.
Wealth Mentors liberate and guide people with a unique blend of financial personality insights and extensive financial knowledge so they do not make emotional decisions under pressure which sabotage their relationships, long-term horizon goals, and performance.
There are two ways that Financial DNA assists advisors with Wealth Mentoring clients:
- Financial DNA hosts classroom training for financial advisors to help them become Certified Wealth Mentors.
- Through the DNA Coach Network, advisors can access Certified Wealth Mentors to facilitate powerful client facilitation. This can be managed either virtually or in-person and delivered to individual clients, couples, or families.