Behavioral Profiles Leverage Your Intuition
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Description
In the financial services industry there are a lot of supporters for the use of behavioral profiles as part of the client discovery process and there are some detractors from using them. Like in any situation where there are detractors most have not yet had a positive experience or seen the full benefits or simply have been listening to the wrong information. This is human nature. Overall, I do believe that you can never have enough information about yourself, your clients and also your team. As Benjamin Disraeli said: "The most successful people are those who have the most information". Of course you also need to have the best and most accurate information.
More Episodes
Last week I was working with one of our Certified Wealth Mentors with my role to offer some behavioral insights on some difficult client cases. The cases were difficult because of the clients’ attitudes not only to financial decision-making but also to life. These cases reaffirmed to me how much...
Published 03/25/10
Last week I was working with one of our Certified Wealth Mentors with my role to offer some behavioral insights on some difficult client cases. The cases were difficult because of the clients’ attitudes not only to financial decision-making but also to life. These cases reaffirmed to me how much...
Published 03/25/10