This article first appeared on Nasdaq. More financial advisors should be proactive in encouraging corporate clients to establish employee wellness programs which can be invaluable for employees. Successful employee financial wellness programs should include financial education and coaching from the financial advisor, which is a win-win-win, for advisor, employer and employees. Consider these recent comments […]
This article first appeared on HR Management. Having selected the candidates – which we talked about last time – then come the interviews. And, these can now be “behaviorally smart”, using questions based on the outcomes of the pre-hire assessments you’ve completed. Well-structured resumes are not difficult to produce, with or without a professional writer. […]
The ever-quotable Warren Buffett says, “Never invest in a business you can’t understand.” Well, as we round out another terrific year, I want to challenge you a bit by noting that many of us regularly invest in people we may not understand. So, why make relatively blind “people investments” when you (hopefully) would not make […]
This article first appeared on Nasdaq. No two people’s financial situations are ever the same. Finding a financial advisor who really understands that and who can deliver truly tailored advice is getting progressively more difficult. So, it is increasingly incumbent upon financial advisors to have a depth of behavioral insight in order to deliver a […]
The process of gathering scientifically based behavioral data is interesting. Filled with comments and contradictions. We at DNA Behavior have seen and heard them all. The most often heard is: that is such an accurate report about me I thought completing the process would be easier but the process was hard I didnt know […]
This article first appeared on Nasdaq. Understanding how to uniquely manage each client during periods of market volatility is a major issue for advisory firms. So, when you have the capability to predict each client’s reactions in advance of market movements, communication is straightforward, understanding that markets are not predictable, but human behavior is. After […]
