Part 2 of 3 – Hill’s Lack Of Self-Awareness Hillary Clinton must be wondering why she lost the election while being the favorite and front-runner for most of the campaign. How did this happen? Hillary must look inwards to who she is and see that she did not master the strengths and struggles of her […]
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
Part 1 of 3 – How well he knows himself! Well, the Trumpster beat the odds and has jumped over everyone to win the Presidency. How did he do it? The answer is deeply rooted in Donald Trump’s behavioral insights – his natural, hard-wired Influencer DNA Behavioral Style. These personality insights identify the primary drivers […]
Rogue behavior costing $36 billion in legal bills since the financial crisis should give every Board member and Executive sleepless nights. Then add the cost to hire significant compliance and security management and staff to curb rogue behavior, and some serious questions need to be asked! What part does pressure to chase profitability encourage a […]
We make decisions in different ways – but most are driven by our natural biases. These biases can affect an Advisor’s ability to recommend the appropriate options for clients, setting them up for a potential compliance issue. Natural Behavioral Biases also can affect the client’s ability to understand and make rational decisions. Psychologists Daniel Kahneman, […]
A dysfunctional board of directors can cause multiple challenges for any organization. Industry leaders, celebrities, and subject experts often make up Boards. Many of these individuals are not accustomed to having their opinions challenged. So while they may add credibility, there’re not always a mutual fit. Dysfunction arises when: Individual behaviors, cognitive biases, decision-making styles […]
Times continue to change for financial advisors. Investor fears, lack of confidence and market uncertainty are provoking clients to demand better, more personalized advice from their advisors. Financial advisors who have moved to a behaviorally driven goals-based planning process will be the winners. Since the global financial crisis and recession, clients are driving the industry. […]