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 […]
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 […]
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 […]
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 […]
No one said it would be easy.? Our inboxes and phones are overloaded with emails, texts and voicemails. Our to do lists have grown exponentially. So how do you create a compelling message to capture advisors attention in less than 30 seconds? Todays advisor wants you to: Know their business: what their challenges are and […]
Crafting a vision for future success can be motivating, inspiring and can lead you to action
How can you customize your client experience when you may not even know who your client really is? Attracting new clients is all about the ability for you to quickly build trust. This involves understanding your clients personality.
As the year ends and plans are in place for 2013 many companies will have focused heavily on where social media fits in their business and more importantly produced endless statistics to support reasons to invest in more social media stuff (or not).
The most recent product release for the development team is our new DNA Talent Report and customizer. This new feature provides our users ultimate flexibility in the application of DNA Reports, regardless of the application.