Turbulent markets and the need to add value are bringing the topic of client and advisor behavior to the forefront. Capture all dimensions of financial personality using a highly validated and reliable psychometric model.
There is endless chatter around engaging customers; understanding the consumers headspace; understanding their buying behaviour and how to shift focus to engage this customer to improve the bottom line.
With the end of the year approaching, it’s time for a review of your business performance in 2012. The following 10 behavioral strategies will ensure a successful year-end and help you plan for the new year.
Reaching customers through the right channels and having a user friendly website may make it easier for the customer to connect with your business ? but how is your business doing once the customer actually connects; when interacting with the customer?
When discussing financial planning issues, there is so much talk about investor behavior. However, rarely does the discussion get to the advisors behavior. Have you ever considered how much the advisors behavior impacts the investors performance?
System irrationalities reveal themselves when we think, plan and build processes one way, then get unexpected outcomes as a result.
You dont need a parachute to skydive; you only need a parachute if you plan to skydive twice. Likewise, you dont need a good financial plan, you only need a good one if you plan to keep your wealth.
Todays world presents new challenges for modern leaders, and certain behaviors are becoming more important to excel at if you want to succeed.
There are different types of relationships in the work setting: manager, peer, vendor, direct reports, etc. And, each relationship has a specific context that creates a unique way of relating.