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 […]

Should I waste my time on team development with behavioral assessments?

Should I Waste My Time on Team Development with Behavioral Assessments?

Most people who have worked in the corporate environment have taken a behavioral assessment, or 2 or 4, or participated in some form of team or leadership development. Sometimes, I hear from leaders that they aren’t sure how to guarantee the exercise provides long-term, bottom-line value. Or I hear from participants, this is great, but […]

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Guide to Workplace Structure and Collaboration

What does true collaboration look like? From a 2008 Guide to Assessing Teamwork and Collaboration published by the Galileo Educational Network, Collaboration is a structured, recursive process where two or more people work together toward a common goal-typically an intellectual endeavor that is creative in nature?by sharing knowledge, learning and building consensus. Much of what […]

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Why Trust in Teams Increases Performance

It never ceases to amaze me how many organizations rely on groups of people (teams) to deliver significant outcomes for their business, yet invest little resource into understanding the behaviors, communication style and working environment needs of individual members. Great teams are built on trust. They trust each other and they trust those that lead […]

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How Important is Workplace Environment to Delivering Business Success?

Over the past years there has been a cultural shift to open plan working. The open office was first conceived by Quickborner a team from Hamburg, Germany, in the 1950s, to facilitate communication and idea flow. Their mantra: to furnish people with the most effective, productive and pleasant working environments possible. Todays executives may well […]

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How to Close the 40/60% Relationship Gap in Engagement and Sales

Social media, in all its forms, is an important tool for businesses. When used appropriately, it enables interaction and engagement between service providers and their customers. An undeniable example for the power of social media in todays world is all the concepts, products, applications, services, etc. that have grown exponentially in reach through Facebook interactions […]