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.
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
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?
Advisers are well aware of the importance of acquiring and using people skills in order to succeed as financial professionals. They know they need to draw out the information needed to provide quality targeted advice to clients.
If the measure of being a successful adviser is to be productive how important is it to really understand all aspects of your prospective clients life?
Building a relationship is the basic requirement that enables a trusted exchange of information to take place. Such a trusted relationship becomes even more critical when the information to be shared touches sensitive or personal areas of the lives we lead.