business.mobile.podcast.com

Financial DNA - Discovering Your Unique Financial Personality for a Quality Life!

Your financial future may depend as much on your personality as it does on your portfolio. That's the idea behind a growing trend in the financial planning industry. These podcasts will give you an introduction and graphic demonstrations of how this can be put into practice.

RECENT EPISODES...

Do You Know Your Clients?
[audio/mpeg 1.65Mb ]
PLAY | FULL INFO

Business Transformation
[audio/mpeg 1.42Mb ]
PLAY | FULL INFO

Transform Your Client Experience to Grow
[audio/mpeg 1.90Mb ]
PLAY | FULL INFO

Improving the Connection with Your Prospects and Clients
[audio/mpeg 1.03Mb ]
PLAY | FULL INFO

Advisor Trust
[audio/mpeg 1.63Mb ]
PLAY | FULL INFO

rss feed