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Read our complimentary white paper to help your clients curb
the urge to splurge.

Are some clients born to spend? Nature Vs. Nurture: The Role of Genetics in Financial Decision Making delves into the psychology behind spending behaviors.

Gain insights for helping your clients change their habits, including:

  • Defining their financial vision
  • Aligning strengths with goals
  • Leveraging strategic alliances for added expertise

 

Receive your copy of our Nature Vs. Nurture white paper.