The "Financial DNA Client Discovery" Seminar - on CD
The "Financial DNA Client Discovery" Web Seminar is a 2 hour introductory training program for you as a financial or professional advisor to practically experience the Financial DNA Discovery Process so it can be incorporated in your practice.  As the two hour web seminar is offered at $200 per person, this CD will provide you with access to the insights and  information given in the Web Seminar for less than half the price.



$50.00 (Plus $5.00 for Shipping and Handling)

Financial DNA® - Client Engagement in a Box
An end-to-end documented process for engaging clients in Financial DNA along with your financial services. Our Client Engagement in a Box resource is provided in a sequential format and contains all possible communications that you may have as an advisor during the client screening and facilitation process - including documentation, meeting agendas, schedules, letters and scripts.



$150.00 (Plus $5.00 for Shipping and Handling)