Communication Profiles (CP)

This is a very unique and powerful tool designed to help you communicate with your clients on a much higher level than you have ever been able to in the past. Each of us communicate in different ways and prefer that those who are sharing information with us do so in a way in which we can best understand.

The Communication Profile is an online assessment that will take your client about ten minutes to complete and will give you great insight into how to best communicate with your client effectively. The information provided in the profile will provide you the opportunity to better serve your client by knowing exactly how they process information. It will perhaps allow spouses to understand one another's differences in this area and for the first time communicate on a higher level with one another in the area of their finances.

Each profile requires a "code" to give your client access to the Communication Profile. You simply email your client the code and the web site link to take the profile. Once the profile is complete they will be able to print a copy and you will receive a copy as well..