In looking to leverage human behavioral insights to solve business problems and tailor employee and client offerings, do you want a very few questions that grab some data points so you can just keep moving? Or do you want a discovery profile questionnaire that achieves results like these? Easy and quick to complete (Don’t have […]
This article first appeared on Nasdaq. We’ve been having an interesting conversation in our office about how often we have been required to complete a questionnaire, how long they have taken and the reason for them. Some of the recent experiences of our team members: Renewing a passport online – 45 minutes; Completing a tax […]
My colleagues and I have been having an active discussion about the relevance of risk-tolerance questionnaires. So, I was excited to see a Sept. 6 article in the Wall Street Journal by Jason Zweig, “Knowing if you can stomach the next big market swing.” Not the right data, not enough data Zweig’s bottom line, “Any […]
This article first appeared on HR Management App. Every organization has talent stars. The ones who shine. The ones who consistently get wins for the business. The charismatic, in-crowd types. We all know them. We may secretly envy them. Maybe even some of us are them. But where do they fit in today’s more enlightened […]
The August issue of Board Leadership, Innovative Approaches to Governance (Wiley) includes Hugh Massie’s article, “Remove the Guesswork of the Human Behavior Behind Board Governance”. You can access the full article here and read a synopsis of it below. Board governance is increasingly complex. Financial performance is still vital, but there is increasing focus on […]
This article first appeared on Nasdaq. Since the global financial crisis and recession, clients are driving the industry in ways never thought possible (or appropriate). Investor fears, lack of confidence and market uncertainty are provoking clients to demand better and more personalized advice from advisors. In this new client-led environment, advisors are struggling to understand […]
