Research Insights on Practice Behaviors

In February 2009 we completed cutting edge research on practice behaviors, giving a short survey to 100 leading financial advisors with practices having assets under management over $50 million. The overall conclusion would be that advisors could be doing more to use human behavioral insights as a foundation for building their practice in the future. […]

Uncovering Human Behavior Risks

Generally in business, and particularly in financial services, people associate risk with the markets or economy. What we fail to drill down into are the risks caused by human behavior. Another way of looking at this is to consider how people handle the market risks. What decisions do they make? What solutions do they come […]

Knowing Self Increases Financial Capability

Core to my passion is seeing people take more personal responsibility for their financial decisions. In the end this is actually key to your financial success, and overall quality life. To take more personal responsibility means increasing your financial capability. I believe there is an obligation on yourself to get the right financial education and […]

Birth Order and Behavior

One of the questions I am often asked is does birth order influence your behavioral style? Well, based on the research we have performed, birth order does not influence your natural behavior. When I say natural behavior, I mean the core “hard-wired” behavior which is based on genetics and then shaped into you up to […]