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DNA Accredited Financial Advisor Training


DNA Accredited Financial Advisor Training

Session:  DNA Accredited Financial Advisor Training - Atlanta - April 24-25,2019

The comprehensive two-day workshop builds on the foundation of the knowledge you gained and helps you to become a Human Performance Accelerator learning unique financial personality insights for helping your clients to achieve greater self-empowerment.

The 6 pillars of DNA Financial Planning Performance is explored in-depth using the internationally recognized Financial DNA Discovery Processes. Further, our highly structured and tangible Financial Planning Performance Planning Process will enable you to charge higher advisory fees and increase profitability on a sustainable basis.

2-Day Financial DNA Advisor Training Class 

2-day Natural Behavior, Learned Behavior, and Additional Behavioral Finance Insights. Plus – How to Deploy the Financial DNA Discovery Process to meet the different behavioral challenges in serving every client on their unique terms. This practical and experiential training program includes:

Advisors discovering their own strengths and struggles

Learning how to use behavioral insights in relating to different clients

Identifying your ideal clients and keeping them engaged.

Techniques for improving client meeting facilitation with powerful questions

Building behaviorally smart portfolios which align client risk-taking, decision biases, goals, and financial capacity

Please do not make travel arrangements more than 30 days before the start of the training.  DNA Behavior International is not responsible for any travel expense losses associated with the cancellation or rescheduling of training.

Map Palisades Office Park - Conference Room C, 5901 Peachtree Dunwoody Road, Atlanta, United States
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