Secure Your Own Oxygen First

Sitting here in my home office thinking about the past 6 weeks has been sobering. Four weeks overseas ending in home isolation for fourteen days; seeing friends deliver food to our door as we love and acknowledge them through closed windows has changed worlds forever. For many years I have worked from home. Firstly, for […]

Would Your Clients Recommend You to a Friend?

This article first appeared on Nasdaq. I wonder how many advisors ask their clients some version of, Would you recommend me to your friends? The advisor-client relationship is a personal one. After all, talking about your money is about as personal as you can get. Why then are advisor organizations still using various forms of […]

The ‘Behavioral Economy’: Money Attitudes Drive Decisions

This article first appeared on  Nasdaq. In my travels I notice how many employees – across myriad organizations – are growing noticeably more frustrated with their leaders. They also express frustration with the leaders who advise them. People I meet on the speaking circuit tell me they worry about being led by leaders without vision, […]

Coronavirus Fear is Not a Winning Investment Strategy

In crisis the tendency is for all of us to react emotionally and follow the herd. With headlines screaming a global economic downfall due to a flu pandemic, remember you are genetically hardwired to react in certain ways. If you find yourself responding outside your inherent behavior because your reaction is to the coronavirus not the market turbulence, STOP […]

Managing Client Emotions in Times of Market Volatility

I’ve just spent 26 hours travelling from Australia to the UK. Wearing a face mask (on the advice of my doctor). With global anxiety on the rise and many analysts working the data to understand the impact of the coronavirus on economic growth, I got to thinking why in three of the busiest airports and two packed […]

A Pause for Thanks, Then Back to the Work for Which I am Thankful

My home country of Australia does not have a Thanksgiving celebration like America and Canada do. Since living in America over the last 15 years and now becoming a citizen I have enjoyed including this reflective holiday in my life. As we head toward Thanksgiving, one of the many things I am grateful for is […]

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 […]

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 […]