Behaviorally Smart Money

Behaviorally Smart Money - 4 - Putting Your Clients at the Center

Informações:

Synopsis

DNA Behavior CEO Hugh Massie and CRO Leon Morales join moderated David Wolf to discuss the a range of topics relating to how to better manage Investment Client Behaviors, using the systems and tools developed by DNA Behavior. www.financialDNA.com Learn more about your ad choices. Visit megaphone.fm/adchoices