Two-day ‘DNA Accredited’ Financial Advisor Training Promises Wealth Management Edge

ATLANTA, March 22, 2019 /PRNewswire/ — Atlanta-based DNA Behavior International is hosting DNA Accredited Financial Advisor Training for two days, April 24-25, in Atlanta. The comprehensive workshop is for financial advisors and wealth managers already familiar with the Financial DNA Discovery Processes, which advisors use to learn the communication styles, financial habits (including setting goals, spending and saving) behavioral biases and risk profiles of clients. “‘Financial DNA’ provides real-time behavioral insights that enable customized delivery of meaningful advisor and client experiences, with improved outcomes on both sides of the relationship,” says Hugh Massie, CEO of DNA Behavior International. “The workshop builds ...

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