Planned Giving Performance Program
Our Planned Giving Performance Program is designed to develop advisor self-awareness to know, engage and grow every client. Building a client-centered business provides 150bps of value using the Financial DNA Discovery Process.
Performance modules are $1,500 per person and include the completion of the relevant DNA Behavior Discovery Process and three (3) 1-hour debrief sessions.
Some programs can be customized based on the need of the client.