– First Published on Nasdaq – I’ve asked many advisors over the past few years, “How much time do you truly spend understanding the emotional behavior of your clients?” On average, the consensus is about 10%. I then ask, “How much time do you spend understanding your clients’ identity?” this question is met with a blank stare. […]
Over the past few months, Hugh Massie sat down with some of the most influential consultants and entrepreneurs. Through their identity conversations, they all shared the impact DNA Behavior and knowing their identity has had on their work. We also asked Hugh some of our own questions on identity, here are our takeaways. Adaptable, Nimble, […]
– First Published on Nasdaq – How does knowing your identity impact how you relate to other people? What part does it play in boosting confidence? Throw the emotional and gravitational pull of money into the mix, and where does knowing or not knowing your identity fit? There is no doubt that understanding your identity reflects who […]
What sets you apart from other advisors? Are you all about the “doing” in your role as an advisor and less about the essence of your being? As the sardonic writer Kurt Vonnegut once said, “you are a human being and not a human doing.” Discovering your identity — the concept of who you are and who […]
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 […]
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 […]
