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The Finworx Effect: Michelle

Find out how real advisors use Finworx360 to put behavioral finance into action for their practice. In this video, Michelle Waymire, Financial Advisor with Nalls Sherbakoff Group and founder of Young + Scrappy, discusses how the Behavioral Risk Survey and reporting...

The Finworx Effect: Lee

Find out how real advisors use Finworx360 to put behavioral finance into action for their practice. In this video, Lee Sherbakoff, Managing Partner of Nalls Sherbakoff Group, explains how he uses Finworx360 to build rapport and trust with prospects and clients. Lee...

Chief Persona

    Get to know our Chief persona in this "slow jam" video. Transcript Finworx is an email engagement software for financial advisors that puts behavioral finance into action using investor personas. Our personas are determined by our Behavioral Risk Survey, and...

Outlaw Persona

    Get to know our Outlaw persona in this short "slow jam" video. Transcript Finworx is an email engagement software for financial advisors that puts behavioral finance into action using investor personas… Our personas are determined by our Behavioral Risk Survey,...

Inspector Persona

    Get to know our Inspector persona in this short "slow jam" video. Transcript Finworx is an email engagement software for financial advisors that puts behavioral finance into action using investor personas. Our personas are determined by our Behavioral...

Guardian Persona

    Get to know our Guardian persona in this short "slow jam" video. Transcript Finworx is an email engagement software for financial advisors that puts behavioral finance into action using investor personas. Our personas are determined by our Behavioral...

Medicare Open Enrollment 2017

Medicare open enrollment began October 15 and is open until December 7. Open enrollment is a time each year when individuals eligible for Medicare benefits (those age 65 or older) can join a new Medicare plan or change aspects of their existing plan. This is the only...