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Engaging Your Clients in Financial DNA

Wed, 09 May 2007 00:37:54 GMT
Interestingly, the most common question that we have been asked by financial advisors is: How do I get my clients to take the profiles? Will they do the profiles?

I have been in the shoes of the advisor introducing the Financial DNA Profiles and fully appreciate the questions. Being honest, when I started down the track of introducing the Financial DNA profiles to my clients in 2001 and, before then asking more probing life orientated discovery questions, I did not necessarily expect such a process would be for everyone. Particularly in Australia where there is less personal openness than in the United States. There is no doubt that I was expecting resistance.....

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