Behavioral Intelligence for Avisors:

For the first time, advisors can predict the Market Mood of clients in times of volatility and have at their finger tips the customized communication keys and instructions for proactively taking action.

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» Communication and Learning Styles

» Behavioral Finance Insights and Risk Tolerance

» Setting Goals and Life Purpose

Behavioral IPS

Welcome Video from Hugh Massie

Enhance Advisor-Client Relationship


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Market Mood™ Dashboard

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» How Can You Use
Financial DNA?

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are using Financial DNA to become
behaviorally smart.

» The Platinum Standard
for Discovery

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and validity of our platinum standard
assessment methodology for financial
personality discovery.

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for You

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one for you.

» Measuring the Benefits of

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non-financial benefits of our proven
Financial DNA methodology.

» What Advisors Are

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» The Financial DNA

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a uniquely powerful approach for
financial planning.

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