Raising Your Consciousness - a podcast by financialdna

I am often asked by advisors "Do I really need to do a profile? I already know my clients". Then some clients (i.e. investors) may say "but I already know myself" or "over time I have seen these...

Your financial future may depend as much on your personality as it does on your portfolio. That's the idea behind a growing trend in the financial planning industry. These podcasts will give you an introduction and graphic demonstrations of how this can be put into practice.

Further episodes of Financial DNA - Discovering Your Unique Financial Personality for a Quality Life

Further podcasts by financialdna

Website of financialdna