Unlocking the Power of DNA Behavior

Over the past few months, Hugh Massie sat down with some of the most influential consultants and entrepreneurs in the financial and behavioral space. What do they all have in common? They’ve been exposed to DNA behavioral’s insights and unlocked its power to move their businesses forward. When Kenyatta Turner from Freedom Empire Consulting took […]

Identity Conversation with Hugh – Financial Preparedness

It’s not every day that you come across a platform dedicated to educating consumers and advocating for financial preparedness. In this Identity interview, Hugh sits down with Tony Steuer, Chief Content and Financial Education Officer of Paperwork. Tony Steuer is based in California. He is passionate about financial literacy and educating consumers on best financial […]

How to Avoid the Pitfalls of Money Management?

Part of our human nature is to leverage past experiences to make future decisions. Money management practices are no different. And for those who lack experience, they tend to lean on numbers, analytics, and peer groups.  Either way, to avoid the pitfalls that may impact money management, you might have to reset your compass.Find out […]

Capitalize on ESG Investing Via Your Tech Stack

– First Published on Nasdaq – The 1990s introduced “the triple bottom line” as a measure of the integrity and sustainability of a business. Investors wanted to know their money was doing something meaningful, understanding that the “triple” in question is profit, people and the planet. The concept evolved into Environmental, Social and Corporate Governance (ESG) and […]

The Behavior & Money Insights Company – An Origin Story

Today, DNA Behavior is known for its groundbreaking approach in managing client-advisor relationships. Through its 500+ insights, companies have succeeded in reshaping the way they deliver wealth management services. However, have you ever wondered how it all started?  Chairman & Founder Hugh Massie recently sat down with Nikki Evans, our Chief Learning Officer to discuss […]

What Do Decision-Making and Financial Literacy Have in Common?

Have you ever wondered what goes into each individual’s decision-making process? We make decisions based on facts and information that is delivered to us.  When it comes to managing money, the same rules apply. How does that affect financial advisors and their relationships with their clients? Find out more in the newest episode of FizWizdom […]

Creating Wealth Starts With Financial Health

Our behavioral tendencies affect all aspects of our lives, especially our financial decision-making process. Managing money can be a stressful endeavor at times. The best way to ensure you’re making the right financial decisions is to start by better understanding your innate behavior and how you cope with pressure. Amongst the many financial literacy resources […]

Business man seated at desk looking at paperwork

X-Factor: Discovery, Awareness, Then Leadership

First published on Nasdaq I’ve been having what I call Identity Conversations with financial advisors, industry leaders and others. It has clarified for me – and for them – that the more advisors and leaders come to understand their own identity, the better they can guide others to make more effective decisions. John Maxwell, an […]