Calling all Financial Advisers!
What if we told you that you can easily access a software tool that allows you to gain a true understanding of your clients and potential clients?
A tool that allows you to help clients to find out ”Just what makes me tick?” when it comes to their own financial decision-making.
Wi Ai’s Investment Personality Profiling software identifies key factors about your clients’ biases when it comes to financial decision-making and provides them with detailed information about how any self-sabotaging biases can be understood and addressed.
If you think this tool might help you and your clients navigate the sometimes challenging waters of financial decision-making, we’d love to hear from you!
To find out more, email us at [email protected]