COREnology is the first behavioral finance tool developed to help advisors identify, track and grow clients’ core values,
beliefs and goals.
Soon after David York and Andrew Howell started their estate planning law firm they noticed a glaring disconnect between what mattered most to their clients’ and how their clients were managing their wealth.
Families were preparing wealth for their children, but were not preparing their children to have wealth.
They knew how to gain wealth, but not how to be wealthy.
When David and Andrew looked at the families that were successful at growing and transferring their wealth, they noticed some consistent trends.
These families knew:
- Who they were
- What they valued
- What they believed
Together David and Andrew wrote a book titled “Entrusted.” Soon after, David was tapped to give a TEDx talk to show the value of developing and passing on “family capital”—a collection of shared values, beliefs, experiences, and lessons—in addition to financial capital.
They eventually developed and refined a powerful process to help families clearly define their individual and shared values, measure their culture, develop purpose and connection, and identify their priorities and goals.
After many iterations and formats, David and Andrew have turned these processes into a behavioral finance software that helps trusted advisors quickly develop a deep and powerful connection with their clients, and create a wealth strategy that goes far beyond the growth and protection of assets.
Aristotle says that “Knowing yourself is the beginning of wisdom.” Corenology™ helps your clients be wise and use that wisdom to change their lives and the lives of future generations.
Join us September 18th @ 1 pm CT to learn how advisors are are incorporating these insights into their family planning and exit strategy discussion.
https://www.eventbrite.com/e/live-webinar-creating-personalized-high-net-worth-client-experiences-tickets-1001471246457