Financial Advisors are already under the most intense scrutiny. Never have their every move, decision, interaction with clients been analyzed to this degree. And it’s going to get worse. Photo Cred: The Protection Booth Podcast Regulatory authorities are now considering the use of artificial intelligence (AI) and machine learning tools to enforce regulatory compliance. […]
Author Archive for: Carol Pocklington
About Carol Pocklington
Carol Pocklington - Human Behavior Solutions Analyst
Carol is a member of our research and development team assisting in the development of our behavioral products.
She has worked with Hugh Massie since 2001 since the Financial DNA understanding concept was conceived.
Carol's DNA Natural Behavior Style is - Facilitator
Carol is a Facilitator. Facilitators are persistent, goal-oriented people who promote team effort in order to complete tasks. Facilitators lead by setting examples and by achieving goals. Their strong work ethic encourages others to excel and they have an excellent ability to deal calmly yet firmly with people using a facilitative style.
Entries by Carol Pocklington
Workplace attitudes influence every person in the organization, from team colleagues to the leadership. Attitudes can control the workplace environment by impacting morale, productivity, and team effectiveness. Understanding and recognizing the behaviors that are at the root of poor attitudes is essential to the ongoing success and security of the business. It only takes one […]
The more we understand our own personality and behavioral responses, the better able we are, both as individuals and teams, to work together effectively and avoid the blame game when things go wrong. In his recent article, The Blame Game, Marc Corsini observes, When salespeople, professionals or executives are underperforming, they usually complain about others […]
Facial Recognition software tools marketed by businesses such as Faception and Decipher claim to be able to identify an individual’s personality and behavior. They state that from a photo they are able to determine if the person could be a terrorists or pedophile. Further, their claim is that photos can identify likely poker or bingo […]
The explosion of available information from social media, together with significant techniques for capturing this data, now provides financial advisors with a gold mine of information to help them identify and connect with clients. Big Data gathering is only a starting point in terms of capturing user behavior. It delivers a glimpse of the client […]
The New York Times covers several aspects of the Uber CEO Travis Kalanick’s demise. It references the culture in the organization, speed of growth, shareholder concerns, and the aggressiveness of the leader. In specific, it highlights Kalanick’s pattern of risk taking and references his lack of integrity. For example, the many years where Uber engaged […]