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.