Identity Conversation with Hugh – Connector of Technology to Feelings

Being a technology integration expert is similar to being an interpreter. Your role is to facilitate the use of technology by the team. This is the topic Hugh Massie and Robyn Clay discuss in this Identity Interview. Robyn Clay is a director and chief relationship officer with Linktank, which is a technology integration business working […]

Financial DNA Empowering Female Voices

Earlier this year, I sat down with Danny Liberatore from The Wealth Enrichment Financial Group to discuss the impact Financial DNA has had on his practice, and how it transformed the way he works with his clients.  Working with female investors One of my biggest takeaways from our identity conversation was Danny’s approach in working […]

dna behavior community

Who Is Your Community and How Are You Influencing It?

– First Published on Nasdaq – In many ways, the pandemic denied us access to the ever-important concept of “community.” We had to find new and innovative ways to stay in touch with others. Still, there is no true substitute for one-on-one or one-on-many connections. Especially those with a range of people with which to build relationships […]

kim curtis identity interview

Identity Conversation with Hugh – Facilitator of Difficult Life Conversations

Have you ever wondered why smart people make bad investment mistakes? Or how can you work towards reaching financial independence? In this identity interview, Hugh sits down with Kim Curtis. She is a personal finance expert, author of “Money Secrets” and Founder and CEO of The Wealth Legacy Institute, Inc. With her rich background in […]

Take Fresh Look at Alignment of Career and Life Purpose

– First Published on Nasdaq – Having a purpose in life that lines up with a chosen career is what many strive for and rarely achieve. Why is that? Maybe it’s as simple as having allowed yourself to follow the career expectations of others, only to later find life experiences, wisdom, or an event (like a pandemic!) […]

Your Firm Isn’t Ready for ESG – Prove Me Wrong

For years, the DNA team has been writing about how the world is moving to a place where everything is hyper-personalized for every customer in every interaction. Lately, firms have been approaching us for the most personalized investment service we have seen, ESG investing. Are we finally here? Is everything personalized yet? I think not. […]

Are You Dehumanizing Advisor-Client Relationships?

– First Published on Nasdaq – The phrase Artificial Intelligence (AI) was likely first used by computer pioneer John McCarthy in 1956 at a Dartmouth College conference. And the concept of AI was even on the minds of classical philosophers as they delved into human thought processes. Today we usually think of AI as computer systems mimicking human behaviors. […]

Do Investors See Value in Wealth Management? They should, and Here’s Why

Do Investors See Value in Wealth Management? They should, and Here’s Why  The 2020 financial climate may have been the most tumultuous of its decade. However, one thing is sure, demand for wealth management continues to grow. Today’s investors are looking for a comprehensive approach from financial institutions that would guide them forward in this […]

Regenerating Life Purpose Through Health and Recreation

– First Published on Nasdaq – Those who know me know that I am goal driven and that I take the initiative and accept challenges, yet think matters through. Above all else, they know I can usually ask the tough questions – perhaps those others are only thinking. Further, my friends see how I can sacrifice a […]