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Behaviorally Smart Money

Jun 27, 2017

Hugh Massie and Leon Morales join David Wolf to dig deeper into the Communication DNA platform - how it integrates and helps financial advisors engage more deeply with their clients. 

 

http://www.financialdna.com


Jun 20, 2017

Hugh Massie and Leon join David Wolf to talk about how FinancialDNA helps us understand their behavioral biases.

 

www.financialdna.com


Jun 13, 2017

Hugh Massie and Leon Morales join David Wolf to explore how Communication DNA works in financial advisory firms and improves the quality of trust and engagement.

The discussion also includes how the DNA Communication Communication system integrates into a firm's business model and CRM platform.

 


Jun 6, 2017

Hugh Massie and Leon Morales join David Wolf to continue discussions about the Financial DNA tools and how they help guide financial advisors to help their clients achieve their goals.