For so many years Baby Boomers have been excitedly planning their retirement; looking forward to trips around the world, being mortgage free and much more. How can advisors deliver difficult news, provide encouraging advice, and retain the clients?
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
How does understanding customer behavioral style help businesses? 5 thoughts on increasing the power to sell.
Enhanced customer relationships cannot remain the sole responsibility of Marketing. Some big questions to ask and answer as 2014 begins.
Everyone has a family and there is nothing better than ending a busy year by spending time with both family and friends. But for some reason the holiday season is also a time when stress and conflict abounds.
My bank manager knows I am risk averse, time poor and reasonably IT savvy but transferring funds as described seemed to me a step too far. Not so as it transpired.
Many Generation X and Y investors have watched the plunging financial markets destroy their parents’ retirement plans. What does this mean for financial advisors?