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 […]

Tech solutions

Innovative Tech Solutions For Talent And Culture Are On The Menu

We recently brought together leaders, influencers and tech wizards from human resources and related fields for DNA Behaviors Thought Accelerators: Future HRtech interactive dinner. Think Mastermind meets think-tank meets great meal at which participants discuss, debate and parse leveraging behavioral insights at scale across a broad range of applications. Participants who are more familiar with […]

Remote Working

Invest In and Trust Your Workforce

This article first appeared on HR Management App. Remote work is really about trust. Are they doing their job? Are they slacking off? Sometimes leaders don’t support remote working because they feel the need to be in control. As the CEO of a global company I have key executives working remotely. The executive team meet […]

Blog (6)

Getting In The Way Of Our Own Financial Success

This article first appeared on Nasdaq. If we are to be effective in the decisions we make, we need to understand our uniqueness, our talent, our individual behavior and our personality. Without this insight, we are unlikely to make rational, wealth-growing financial decisions. What gets in the way of our own success? Lack of self-awareness? […]

Corporate Culture, It Starts at the Top DNA Behavior

Corporate Culture, It Starts at the Top

Often in business, the way forward is not or but and. That is, not abandoning one cornerstone for another; rather, adding other building blocks as necessary. It’s the cumulative approach that can streamline savvy organizations who are able to move beyond the fear of adding additional elements or layers. We’ve been seeing this trend in […]

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Can You Spot The Molotov Cocktail Client?

Historically, we have seen advisors selecting their ideal clients based on easily observed quantitative and qualitative factors. These often include (i) meeting a minimum of assets under management, (ii), shared values, (iii) preparedness to delegate, and (iv) being able to meet a specialist service need (estate planning, family business, business exit, etc.). However, based on […]

Consultant

Disruptive Innovation Challenges Business Consultants to Understand Behavior

Consultants are facing extraordinary changes in every industry, which is making it harder to identify and execute sustainable solutions. How do you best support, advise and mentor your clients when they are faced with unusual “competitors”, that is, the Disruptive Innovators? Disruptive innovation is not new. Clayton M. Christensen first mentioned this theory in 1995. […]

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Financial Advisors See Data as a Differentiator

This article first appeared on Nasdaq. With financial advisors under considerable pressure to strengthen their competitive position through an improved understanding of their clients, adding a behavioral insight tool to the client onboarding process can help advisors obtain new insights about a client’s behavior and financial personality. In doing so, it is imperative for firms […]