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Is Enculturating Behavioral Sciences Next?

Often in business the way forward isn’t “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 a […]

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How to Become a Behaviorally Smart Advisor

The financial services industry needs new business models ones that help re-define what a financial advisor is capable of beyond just a numbers oriented investment orientation. The traditional twenty-five year + model of providing investment access and selection is being disrupted by technology and new players coming from other industries. The friction from this evolving […]

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Short-Circuit Client Self-Sabotage And Empower The Advisor

This article first appeared on Nasdaq. Last time in this space we discussed how the industry is more client-driven than ever. That’s not necessarily a bad thing, unless an advisor encounters a client who will not listen to advice and is self-sabotaging. There are techniques we discussed to help identify and challenge such clients. We […]

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To Effectively Coach/Mentor, Begin with Validated Individual Insights

As a DNA Behavior Accredited Consultant, I coach and mentor business leaders and individuals daily. Every person I have coached has begun the engagement by saying in various ways that they want to find and fulfil their life’s purpose. Very often they are at a crossroads and need someone to signpost them in the right […]

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Uncover Employee’s Life, Moral And Core Principles To Inform Responsible Investing

This article first appeared on Nasdaq. Lets go deeper on last months theme: Employee wellness and the role financial advisors should play in encouraging their corporate clients to establish employee wellness programs. Advisors can enable their corporate clients to accelerate employee performance by introducing well-thought-out financial wellness programs. In doing so, employee productivity typically increases […]

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How To Build Client Trust: A Financial DNA Product Upgrade

When we design feature improvements for Financial DNA, we look at the hot topics that are raised in our Wealth Mentor training and Advisor Community events. Last year, a hot topic was, how to build client trust. I am excited to announce that today, we released an update to the Trust scoring model for Natural […]