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When Consultants Unwittingly Sabotage a Business Opportunity

When I reflect on the many consultants I’ve worked with over the years and remember clearly those whose “pitch” for the work failed because they, a) haven’t researched me (their client), b) arrived with their own agenda but, more worryingly, c) were busy busy busy; lots to do. Clearly, they were trying to make an […]

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Engaging Employees Toward Greater Financial Wellness

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 […]

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I did pre-hire assessments: What’s next?

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. […]

CEO Newsletter 2018 (7)

At the year end, looking at the year ahead…

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 […]

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Sticking to an Authentic Behavioral Discovery Process

  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 […]

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Markets Are Not Predictable, But Human Behavior Is

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 […]

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One Way a DNA Solution Plays a Role in an Organization’s Big Picture

I was lucky to be part of the team representing DNA Behavior International at a recent 24-hour event in which teams competed to prototype technology for PNC Banks Asset Management Group. We were there alongside other API (application program interfaces) solutions vendors including Microsoft, IBM, and Envestnet Yodlee. The competition was a great opportunity to […]

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When Talking Trump Is Not Productive

Whether you are talking to your financial advisor, doctor, therapist, friend, partner or in line at the supermarket, somewhere the conversation will turn to President Trump. Coping with significant change is difficult for most people. Then add a sense of disappointment in outcomes, and people feel unsettled. When organizations make changes, the conversation around the […]