2 min read
Revolutionizing Client Engagement
Hugh Massie: December 18, 2023
By teaming up with DNA Behavior, Centurion Financial was able to set a new standard for the client experience!
4 min read
Don't Waste Your Talent
Hugh Massie: September 24, 2023
If there is one thing we know about life, it’s that people’s paths aren’t linear.
4 min read
Be Warned: Check Yourself Before You Wreck Yourself!
Hugh Massie: September 21, 2023
Money Energy Law #40: Check yourself before you wreck yourself. Seek independent input before deciding.
4 min read
How to Create a Personal Money Energy Advisory Board
Hugh Massie: September 21, 2023
Money Energy Law #39: Build a life support team. Use a team of experts to guide your financial life longevity.
3 min read
Personalizing High-Net-Worth Client Interactions
Hugh Massie: September 18, 2023
When it came to building a client-centered approach to wealth management, Arete Bank turned to DNA Behavior for the human data they needed.
3 min read
Goal-based Investing Meets Behavioral Finance
Hugh Massie: September 07, 2023
Do you want a way to differentiate your advisory practice and improve investor success across the board?