Blog (8)

Sustainable Cultures Built By Managing Differences

This article first appeared on HR Management. We previously focused on How would employees describe your culture? That is, culture and the role leadership has in shaping it. Now, let’s talk about implementing culture. How do you gain the insights to identify talents and behaviors to deliver a healthy culture that leads to the delivery […]

Grow and Scale Your Business with Online Courses | Megan Harrison | Episode #620

Megan is the owner of Megan Harrison Consulting, a digital agency that specializes in designing, developing and launching online courses. She’s passionate about helping business owners create leveraged income by productizing their expertise so they can finally break-free from the trading-time-for-money trap. In the past year, Megan and her team have helped generate over $4 million for their clients[...]

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Uncover Employee’s Life, Moral And Core Principles To Inform Responsible Investing

This article first appeared on Nasdaq. Lets go deeper on last months theme: Employee wellness and the role financial advisors should play in encouraging their corporate clients to establish employee wellness programs. Advisors can enable their corporate clients to accelerate employee performance by introducing well-thought-out financial wellness programs. In doing so, employee productivity typically increases […]

Become an Author in 7 Hours | Nick Raithel l Episode #619

Nick Raithel is the creator of the 7-Hour Book. This proven system allows any entrepreneur or business leader to get their own professionally-published book while spending only 7 hours of their time on it. With the 7-Hour Book, Nick is on a mission to help peak performers in business finally get the recognition they deserve. Time and again, he’s[...]

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How To Build Client Trust: A Financial DNA Product Upgrade

When we design feature improvements for Financial DNA, we look at the hot topics that are raised in our Wealth Mentor training and Advisor Community events. Last year, a hot topic was, how to build client trust. I am excited to announce that today, we released an update to the Trust scoring model for Natural […]

DNA Accredited Financial Advisor Training

DNA-Accredited Financial Advisor Training Provides Edge

We are excited to be hosting DNA Accredited Financial Advisor Training for two days, April 24-25, in Atlanta. Space is limited, so please register soon. The comprehensive workshop is for financial advisors and wealth managers already familiar with the Financial DNA Discovery Processes, which advisors use to learn the communication styles, financial habits (including setting […]