behavioral fnance

So You Think You Know Me? Here’s What You Missed

Do you think your sales team is connecting (i.e., maximizing revenue) with all the advisors in their territory? They might tell you they are but read on. I’m very intuitive, said the wholesaler of a major asset management firm. Excellent, we should get along very well, I replied. I was talking with a wholesaler who […]

Robo Platforms Are Missing Personality

Robo-Advisor Platforms Are Missing Personality

In the last couple of years, Robo-advisor investment platforms have taken an important position in serving the middle and lower markets for financial planning. They are here to stay and should be encouraged. The question is does the Robo model for investments in its current format completely work? Like many new innovations, the problems are […]

Managing Difficult Conversation During In the Workplace

Managing Difficult Conversation During In the Workplace

Alex leads a team of strategists and planners working to mitigate any issues that might arise as a result of policies to be introduced into a highly successful international manufacturing company. The team is made up of great minds, thinkers, strategists, statisticians, all highly regarded in their field. The team tests every scenario to ensure […]

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Managing Difficult Project Delivery Conversations

Tom, who is the leader of a large technology solutions company, recently attended a 1-day leadership training workshop to learn more about how to effectively manage and coach teams. One of the aspects he learned was that engaging in difficult conversations is a critical part of a leader’s role. A key takeaway was that you […]

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Poor Communication Causes Advisors to Repeatedly Lose Clients

The phenomenon of endless blogs and studies addressing this topic serves only to complicate what is in fact a simple issue. It’s not just the financial services industry that loses clients through poor communication – it can happen across all service providers. So, are clients petulant and easily seduced away to another provider? Well maybe, […]

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Using Personality to Communicate with Different Persona’s

Is your business gathering data to build a persona model of its ideal clients based on demographic data? There is an increasing trend towards businesses creating persona model client categories based on insights into the known income and spending patterns of people along with their job positions, ages, education, home suburb and other public information. […]

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Clients Enjoy Participating in the DNA Behavior Discovery

The question we are most often asked is “will my client want to participate in the Financial DNA Discovery Process?” Our Wealth Mentors have had very few clients resist participating. The reality is people do enjoy learning about themselves. It can even help in their business and personal lives. It is liberating for them to […]