Advisors and their staff love to stereotype their clients. Without even realizing it, most firms segment their clients based on communication style using a crude method of stereotyping. While this segmentation is informal, it 100% aligns to the four fundamental client communication styles. Below is a guide to the four most common client communication styles […]
Author Archive for: ryanscott
About Ryan Scott
Ryan Scott - CTO, Prod Dev & Integrations
As the CTO, Prod Dev & Integrations, Ryan designs, develops, and maintains all of the web-based DNA Behavior products and solutions in addition to providing support for clients.
He has a passion for creating and implementing efficient business processes and leveraging technology throughout our business.
Entries by Ryan Scott
Yesterday, my friend shared a link to a new artificially intelligent personal assistant that can communicate independently with clients. Her name is Amy and she is superwoman compared to Siri. Unlike Siri, Amy can work independently, multi-task, make her own decisions and can even teach herself to emotionally connect with others based on their digital […]
Routinely, we are asked by financial advisors to provide specific examples for the various behavioral biases. On October 19th, we witnessed a textbook case of a behavioral bias we call “Herd Following”. Here’s the story of how $700 million was generated out of thin air by the oracle of Chicago that knew her herd would […]
Communication Styles, Behavioral Biases, and Risk Profiles will soon power your CRM with the Financial DNA App for Salesforce. Review the slide share below to see the features of our newest CRM integration. About the process: 1. A 20-minute time commitment for clients Identify the complete financial personality of your client in 1 simple, web-based […]
On Monday, the US markets declined 2%; the largest one-day market dip in the last two years. It was Greece, this time, which left a bad taste in investors’ mouths and proved to us once again that the markets don’t always steadily increase over time. It was a bad day for investors, a bad day […]
Learn about the most recent features and updates in the DNA Behavior Discovery Administration System.