Leader in behavioral finance rolls out simpler, more accessible tools to advisor community
Apr 11
/1888PressRelease/ Improvements and lower price point enable financial advisors to better understand and help their clients meet client investment goals, while also improving client comfort and information absorption.
Atlanta-based DNA Behavior International has introduced a simplified Starter Package for its behavioral finance-based platform, Financial DNA. It is an online tool that helps financial advisors and their clients maximize communication, while identifying their risk profile, behavioral biases, spending patterns and goals-based planning preferences.
While many advisors and clients are familiar wit…..
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