Thanksgiving Insights

Using Behavioral Insights To Survive – And Thrive? – At Thanksgiving

Millions of American families will soon come together to enjoy Thanksgiving. But whether it is Thanksgiving or any other event, bringing people together does not necessarily equal a fun time. Why is that? Its simple: We are all behaviorally different. At a time when family should enjoy each other around a splendid table, there is […]

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When Behavioral Differences Impact the Bottom Line

Conflicts in the workplace are nothing new. When handled appropriately, conflicts often produce some of the best work. But when communication exchanges become toxic and disruptive and lead to poor decision making – then it’s a real issue and needs to be addressed. To those leaders who appreciate the importance of understanding how to manage […]

(Far) beyond risk-tolerance questionnaires

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

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 […]

Business meeting

What’s 10-Minutes of Your Time Worth?

During a recent presentation, I shared our unique DNA Behavior Discovery assessment process (think probing questionnaire) on screen and a skeptic gasped, No one will spend the 10-minutes to do this. I found this surprising and it has still not escaped me. With all the time we spend on inane things (satirical YouTube videos, social […]

The Security of Your Personality

The Security of Your Personality

Individuals often marvel at the amount of data that we have available with the DNA API. The follow-up question (often with skepticism) is what personal information DNA requires in order to provide it. We can now say: “None”, “zero”, “zilch”, “zip”, “nada”. With the DNA API, participant data can remain completely anonymous – we don’t […]

Corporate Governance

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

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 […]