Four Primary Communication Styles

The wise advisor will be aware that in a competitive New Behavioral Economy, knowing client Communication Styles will be the key to increasing revenues and having less personal frustration from playing mind games in figuring out the client. It will then come down to the tactics that get employed to know the client.

Advisors Creating Lasting Value With Customized Experiences

An article by James Fennessy in the Australian Banking and Finance magazine on March 10, 2011 highlights a key challenge for financial advisors. That is delivering value to their clients and getting paid for it. How do advisors demonstrate the trust in their advice to get paid for it? The article points out that the […]

The Skeptical Questioner

Naturally guarded and wary people will be Skeptical Questioners who seek to remain in control of their portfolio but do not easily delegate to advisors.

The Spontaneous Intuitive

A naturally instinctive and flexible person with a clear vision will be a Spontaneous Intuitive who is confident with the financial decisions they make but can be impulsive.

The Fast-Paced Realist

A naturally logical and challenging person will be a Fast Paced Realist who is able to make very rational decisions without getting stuck but may be too impatient for returns.

Creative People More Likely to Cheat?

A recent Harvard Business School study suggests that creative people may be more likely to cheat.
An interesting article and based on our own research into DNA Behaviors that people who are creative…

Framing: Re-frame the Presentation of Ideas and Suitable Solutions

The difference between what the advisor said and what the client heard will be attributable to the behavioral lens of each. The communication of products and solutions must be adapted.

The Influence of Natural Behavior on Decision-Making

Natural DNA Behavior predicts how people will respond to life and financial events, and therefore will drive many of their decisions, particularly when under pressure. However, at times their decision may be shaped by a significant life experience, circumstances or education.

Financial Performance in the New Behavioral Economy White Paper

The winds of change are moving fast through the modern economy, and this includes the financial services industry. What we are seeing is the emergence of the New Behavioral Economy – where the client is king and behavioral finance is in. This means the approach to providing financial services will become client centered and will […]