Find out how Finworx's Behavioral Risk Survey (BRS) helps advisors reveal their client's persona, and details some potential biases the client may have. Empowered with this information we also provide communication tips for each contact’s persona to help you manage their biases and achieve more effective messaging. Our tips can be applied via email, face-to-face, phone, or any other channel to make your life easier and your clients happier. Sign up for your FREE 14 day trial of Finworx360 at http://www.finworx.com
Learn how Finworx360 empowers financial advisors to know their client's even better. Using our 10-minute Behavioral Risk Survey, each Finworx360 profile reveals an investor’s persona, risk preferences, emotional and cognitive biases, attitudes toward losses, gains, and leverage, and persona-based communication tips. This helps improve communications, drive behaviors and improve outcomes. Sign up for your FREE 14 day trial of Finworx360 at http://www.finworx.com
We are thrilled to announce the launch of Finworx360, the leading behavioral finance investor profiling tool available! Get a FREE 14-day trial of Finworx360, visit our website at http://www.finworx.com
Finworx puts behavioral finance into action to help advisors strengthen their brand, grow their practice, and improve client outcomes through personalization, trust, and thought leadership. Now available as Finworx360, our Behavioral Risk Survey segments advisors’ contacts into personas based on factors such as risk preferences and behavioral biases and generates persona-based tips for engagement.