Values Fingerprint™ For Financial Advisors
The Allianz 2024 Future of Financial Planning Study in partnership with the Financial Planning Association® (FPA®) cited is: “A broader approach to financial planning that incorporates clients’ values and beliefs will be needed.”
The advisors who build trust with their clients are more successful. The Values Fingerprint allows the advisor to do this and more. Typical results include an increase in client retention, increase in client AUM, and increase in client satisfaction.
Risk analysis tools provide valid, reliable insights to better serve your clients. This tool will do the same in understanding what is driving their behavior, strengthen your relationship, and create a natural buy in from your clients.
Take the Values Fingerprint™ for yourself, see the benefits for your client relationships, and your business.
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