In this private event for a financial organization, we learned how to understand and build trust with current and prospective clients through the lens of personality psychology. We gained a better understanding of how personality traits of clients, beyond risk-tolerance, can help anticipate their financial behavior.

• Tailored agenda with detailed question and answer segment with experts in the field of Money Happiness.

• First look at the patent pending Wealth ScienceTM assessment for clients and teams.

• Without sponsorship or advertising.