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What are the benefits of using Financial DNA?

Last Updated: Jan 19, 2017 05:38PM EST
There are a number of ways to measure the value of implementing ROI. The typical way is measuring the increased revenue from new clients (usually referrals) and gaining a greater share of the wallet.

Further, Financial DNA helps with client retention particularly knowing the spouses and family members. There are also greater compliance benefits from enhanced suitability. In addition, there are productivity gains from more quickly knowing the client, managing communication and reducing complaints.
  • To read about how Financial DNA has benefited specific customers, click here.

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