Cameron Jacox has partnered with Helena Smeenk-Pritchard and Jim Ruta to present Webinars on LifeAssist, their in-force data mining tool, on Tuesday, November 20th at…
FINANCIAL ADVISOR BLOG
Let’s look at the values scores of another advisor that is struggling: #1 – Traditional = 63 #2 – Social = 61 #3 – Utilitarian…
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…