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November 2018

The Investor Profile: A New Approach to Understanding Risk Tolerance

November 8 @ 1:30 pm - 2:30 pm EST

Join us for a webinar where we demonstrate the Investor Profile and how advisors are using assessments to identify and guide better client investing behaviors. We'll share data from our latest survey with investors, review the factors that relate to psychological risk tolerance, and demonstrate how assessment results can be used to guide better investing decisions. Register here.

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The Household CFO

November 12 @ 1:00 pm - 2:30 pm EST

The tasks and responsibilities associated with managing our personal finances are complex. This session will provide advisors with detailed information on the key tasks and competencies required of their clients to be successful at managing household finances, or the in the Household CFO job. The session will cover a) the critical tasks that your clients engage in as they manage their financial lives, b) how those tasks differ by net worth level, c) the critical…

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December 2018

Get to Know Prospects & Clients with DataPoints

December 13 @ 1:30 pm - 2:30 pm EST

Learn how advisors use behavioral assessments to get to know prospects and clients, assess financially-related behaviors and attitudes, and nudge clients towards better investing behaviors with DataPoints. Help guide clients using the science from The Millionaire Next Door. See a demo of client assessments in our first 30 minutes, and stay for an optional Q&A during the last half of our session. Register here.

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