1316 Maple Avenue #F1
Evanston, IL 60201-4327
Behavioral Profiles for Financial Advisors and their Clients
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As a Financial Advisor, you face a conundrum. It's important for you to understand your Client's hopes and dreams, so that you can fashion an appropriate financial plan. On the other hand, you have limited time with them to develop an open and trusting relationship. A behavioral profile can stimulate personal bonding by providing immediate insights and sparking conversation.
We designed a customized behavioral profile and Client debriefing process for Financial Advisors. The profile is based on the research and products of TTI SI™, the best-in-class provider of DISC-based behavioral profiles for over 30 years.
To see a sample of the 8 page behavioral profile report, click here.
To receive your complimentary personal report, please contact us at email@example.com and we will email you an invitation with the link. It will take you 15 minutes to complete the online questionnaire, and you will immediately receive your 8 page report.