What are the beliefs and the behaviors of true leaders? With so many people articulating different views, it’s hard to decipher a universal model upon which everyone would agree.
A recent article from the Wall Street Journal describes how Advisers are using Financial DNA to figure out their clients’ behavioral-finance types and how best to communicate with each one.
Youve read all the reasons why targeting women as clients is lucrative. But what is the one thing that women really want from YOU, the financial advisor?
When leading through change, the most effective method is to focus on one thing to change and celebrate the incremental small changes that will lead to the big change in the end.
If you don’t decide strongly for yourself the favorable outcome you want out of a client/advisor relationship, your success as an advisor will likely come from others’ definition of success.
In the past year, has your business learned more or less about its customers? How do you know if you’re meeting their needs to boost customer engagement?
What client behavior risks do you address when building and managing a financial plan for your clients? Do you limit your risk analysis to investment risks? Or do you address a broader range of investment risks?
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.