It’s an age-old question. How can financial advisors break through emotional barriers to help clients with their finances? In recent Identity conversations with Canon Financial Institutes Executive Director Certifications, William Trigleth III, Hugh Massie, Chairman and Founder of DNA Behavior Global, talked about the importance of financial advisers understanding Emotional Intelligence (EI) and Identity (ID) […]
Part of our human nature is to leverage past experiences to make future decisions. Money management practices are no different. And for those who lack experience, they tend to lean on numbers, analytics, and peer groups. Either way, to avoid the pitfalls that may impact money management, you might have to reset your compass.Find out […]
– First Published on Nasdaq – The 1990s introduced “the triple bottom line” as a measure of the integrity and sustainability of a business. Investors wanted to know their money was doing something meaningful, understanding that the “triple” in question is profit, people and the planet. The concept evolved into Environmental, Social and Corporate Governance (ESG) and […]
