De-Mystifying The Multi-Dimensional Nature of An Investor's Risk Profile

What Is The Misunderstanding Of An Investor’s Risk Profile?

In my journey as a wealth mentor over the last 20 years, and developing a rigorous scientifically based behavioral finance approach for the last 15, I have watched the risk profiling discussion seriously evolve from denigration to one that is being more intelligently embraced and applied. From advisors, clients, compliance departments, and regulators: what is […]

The Right White House Team

Balancing Trump’s Personality with the Right White House Team

Part 3 of 3 – It’s Somebody’s Circus With Somebody’s Monkeys President-elect Donald Trump is determined to make America great again. To this end, he will take bold steps to deliver this promise. Balancing Trump’s Personality (Influencer DNA Behavioral Style) will require the right White House team that can cover his inherent blind-spots. Donald Trump […]

How Hillary Clinton Undermined Her Own Success

With(out) Her – How Hillary Clinton Undermined Her Own Success

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 […]

Donald Trump's Behavioral Insights

Donald Trump – Making Behavioral Insights Great Again

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 […]

Managing The Rise In Clients Non-Financial Issues

Pull Up The Couch For Your Next Financial Client

According to David Dubofsky, Ph.D., CFA, and Lyle Sussman, Ph.D. in their study, “The Changing Role of the Financial Planner Part 1: From Financial Analytics to Coaching and Life Planning”, approximately 25% percent of the financial advisor’s contact with clients is devoted to non-financial issues. About 74% percent of planners estimate that the amount of […]

2

How Do I Get People to Listen to Me?

Do you understand the words that are coming out of my mouth? 1998 Rush Hour movie starring Jackie Chan and Chris Tucker How many times have you been in a situation where you were trying to communicate with someone and it felt you might as well have been talking to the wall? I remember explaining […]