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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 […]

DNA Accredited Financial Advisor Training

DNA-Accredited Financial Advisor Training Provides Edge

We are excited to be hosting DNA Accredited Financial Advisor Training for two days, April 24-25, in Atlanta. Space is limited, so please register soon. The comprehensive workshop is for financial advisors and wealth managers already familiar with the Financial DNA Discovery Processes, which advisors use to learn the communication styles, financial habits (including setting […]

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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 […]