Entries by David Wolf

Behaviorally Smart Money – 9 – Exploring the Entrepreneurial Behavioral Profile

Hugh Massie and Leon join David Wolf to talk about how FinancialDNA helps us understand their behavioral biases.   www.financialdna.com [...]

Behaviorally Smart Money – 8 – Inside “Communication DNA”

Hugh Massie and Leon Morales join David Wolf to explore how Communication DNA works in financial advisory firms and improves the quality of trust[...]

Behaviorally Smart Money – 7 – True Client Alignment is Essential

Hugh Massie and Leon Morales join David Wolf to continue discussions about the Financial DNA tools and how they help guide financial advisors to help[...]

Behaviorally Smart Money – 6 – Structuring the ideal Portfolio

DNA Behavior CEO Hugh Massie and CRO Leon Morales join moderated David Wolf to discuss the a range of topics relating to how to[...]

Behaviorally Smart Money – 5 – Investors are Imperfect

DNA Behavior CEO Hugh Massie and CRO Leon Morales join moderated David Wolf to discuss the a range of topics relating to how to[...]

Behaviorally Smart Money – 4 – Putting Your Clients at the Center

DNA Behavior CEO Hugh Massie and CRO Leon Morales join moderated David Wolf to discuss the a range of topics relating to how to[...]