Color Your World: How Client Advisors Can Benefit by Knowing Real Colors®

Overview

For families of wealth, especially those with a goal of long-term wealth preservation, the potential value of Real Colors® is multidimensional. It offers a language of understanding that aims to improve communication, problem-solving, and decision-making. It may also provide insight into making asset allocation decisions to help maximize the family’s long-term financial capital requirements. Using Real Colors® has many benefits, including having the opportunity to build greater trust and rapport with family members.

Advisor Thinking