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Understanding decision making to make people better decision makers

Understanding decision making to make people better decision makers

We reveal client's Economic Fingerprints (TM) through their decisions, educate them on their financial trade-offs, and design a portfolio to meet their goals. An Economic Fingerprint also provides into consumer credit decisions, talent acquisition, and social policy preferences.

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Trent Jorgensen

Avatar for Trent Jorgensen
Enterprise Product Lead | Helping financial advisers truly understand their clients (Winner: UBS Future of Finance)