Engaging Your Clients in Financial DNA
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?\n\nI 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.....