Dr. Sarah Fallaw, co-author of 'The Next Millionaire Nextdoor' and President of DataPoints came on the podcast to discuss how psychological tools and risk re-profiling can help you with your clients in this market.
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Calm your client's nerves with a simple re-profiling of their risk tolerance leveraging the world's first financial psychology toolkit. Using more than 40 years of data and findings that shaped the best-selling book, 'The Millionaire Next Door.'
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WHEN THE GOING GETS TOUGH...THE BEST STEP UP
The current market volatility and the global coronavirus pandemic have put our industry on the defensive. These world-class fintech providers are here to support you during the crisis with greatly expanded trial periods to help you serve your clients & prospects during this difficult time.
More Information Can Be Found Here: https://www.jaycoulter.com/resilient