Entries by Hugh Massie

Quick or Quality? How About Both? (And We’re Scalable!)

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 […]

Short Investment of Time Can Pay Dividends for a Lifetime

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 […]

Behavioral Insights Improve Corporate Governance

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 […]

When Clients Self-Sabotage Their Investments

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 […]