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Client Relationship Performance in the New Behavioral Economy Guide

Research shows that the most powerful determinant of client relationship performance is increasing the level of each client’s emotional engagement with your business. The starting point for transformation is learning the behavioral style of your clients. Our Client Relationship Performance in the New Behavioral Economy Guide serves to demonstrate in practical terms how advisors can apply predictive behavioral insights to tailor their client communication and provide unique client experiences.

You will learn:

• The influence of Natural DNA Behavior on client relationships
• Using four primary communication and learning styles to connect with different clients
• How to discover different clients' communication styles using behavioral discovery processes
• A system for advisor client matching to more quickly build deeper connection
• Specific communication keys for each client style and how to adapt