How do “Next Generation” Financial Advisors
learn to facilitate decision making with (future) clients in your
financial preparatory program? Many say it is the “missing link”
- and, as such, creates a void alongside other, well-developed
curriculum relating to the technical and operational aspects of the
financial planning profession. RainmakerDNA is a multi-dimensional
learning program written and taught by experts in financial planning,
advisor development and curriculum design. It has been successfully used
by leading financial institutions for more than fifteen years. Recently
the online platform was re-engineered to enable financial planning
preparatory programs like yours to incorporate and deliver this program
for the benefit of your students. It is our way of “giving back” to the
profession and thanking all those who mentored and taught the “First Generation”
Financial Advisors.
|
