Behaviorally SMART Money

0 Published: July 12,2017
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•Manage the emotions and behavioral biases potentially causing 7.45% per year portfolio loss.

•Place their life at the center of a goals-based wealth management process.

•Build a  more suitable portfolio that is tailored to their goals and risk profile.

•Identify the motivations and preferences impacting their investment, business, and planned giving decisions.

•Enhance their communication and relationships with family members and advisors.

“Your talk was nothing short of inspiring. Our group is made up of highly accomplished CEOs and they can be a tough audience, but you completely captured them with your energy, your conviction and the undeniable truth of your message. Fantastic!”

Matthew McGinness

Managing Director of Strategic Consulting, Envestnet


Financial DNA provides a great lesson in knowing how you are hard-wired to behave and communicate in planning your personal finances is more important than the technical and products aspects of investment management.”
  Susan Bradley

Founder of the Sudden Money Institute

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