Let’s look at the values scores of another advisor that is struggling: #1 – Traditional = 63 #2 – Social = 61 #3 – Utilitarian…
FINANCIAL ADVISOR BLOG
Let’s look at the values scores of an advisor that is struggling: #1 – Social = 57 #2 – Utilitarian = 50 #3 – Individualistic…
Read the latest Leading Advisor E-Newsletter Welcome to The Values Discovery Process
I’ve been working with financial advisors since 1997 using values and behaviors assessments to help financial advisors discover and understand the hidden roadblocks that contribute…
“I liked the basic nuts and bolts of the presentation. I attended a session once before and knew what to expect. I like the expression…
“I enjoyed Simon’s enthusiasm and knowledge. It was a clear presentation. I also enjoyed the to-do-list to get referrals and the information on the One…
I am thrilled to be speaking at NAIFA Seattle’s – Preparing for a New Year, Nov 8th! http://www.naifase.org/archive/2012-11-08