Financial DNA | Behavioral Finance Data and Technology Solutions Blog

Online Courses Made Easy | Jonathan Denwood | Episode #656

January 13, 2020/0 Comments/in Mentoring /by Thor Conklin

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Jonathan Denwood is a leading influencer in the WordPress space (with his own leading podcast in the eLearning entrepreneurship WordPress area) and a champion of the eLearning Entrepreneur who wants to build a substantial online business. Many people who have great experience and a lot of knowledge to share in their field get caught up with choosing and implementing the technology to publish their first course.[...]

Never Binge Again | Dr. Glenn Livingston | Episode #655

December 30, 2019/0 Comments/in Mentoring /by Thor Conklin

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Glenn Livingston, Ph.D. is a veteran psychologist and was the long-time CEO of a multi-million dollar consulting firm that has serviced several Fortune 500 clients in the food industry. You may have seen his (or his company’s) previous work, theories, and research in major periodicals like The New York Times, The Los Angeles Times, The Chicago Sun-Times, The Indiana[...]

Don’t Self-Sabotage Your New Year Goal Setting

Its that time of year again: Christmas shopping, holiday plans and New Year’s resolutions. We tend to get the first two right, but according to University of Scranton research, just 8 percent of people achieve their New Year’s resolution, which well refer to simply as goals, because that’s what these resolutions are. Set goals, understand […]

Monthly Goal Check-In | Thor Conklin | Episode #654

December 25, 2019/0 Comments/in Mentoring /by Thor Conklin

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How are you doing on your annual goals? PEAK PERFORMANCE NATION A community dedicated to raising your game to the next level by learning how to Execute at the highest level and eliminating the obstacles that keep you from being the leader you were born to be. Join group here: https://www.facebook.com/groups/PeakPerformanceNation/ SPONSORS & FREE OFFERS Audible - Free Audio[...]

2020: Seeing More Customized Behavioral Experiences

December 18, 2019/0 Comments/in Business DNA, Communication DNA, Financial DNA, Product Updates & Company News /by Hugh Massie

Navigating differences is a key problem to be solved as it is a strength when you can do it and a liability when you cannot. That’s at the core of our behavioral insights work over the years, whether looking at the individual, team, organization, family or other scenario, like business-customer, hiring manager-employee or financial advisor-client. […]

Direct Mail Marketing | David Koplan | Episode #653

December 16, 2019/0 Comments/in Mentoring /by Thor Conklin

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Passionate, creative and high energy owner of TCB Advertising, publisher of The Coupon Book and TCB Direct Mail. We are an advertising and marketing solutions provider offering clients a full line of options that help businesses increase awareness, obtain new customers, focus on repeat business, and get profitable results. TCB Advertising brings consumers together with businesses. Connect with[...]

Sell Your Business for Top Dollar | Chad Peterson | Episode #652

December 2, 2019/0 Comments/in Mentoring /by Thor Conklin

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Chad Peterson is a serial entrepreneur, Author, and Expert Business Broker. He successfully handles business transactions across the United States and abroad in some cases. Deals from 1 million to 25 million, and in some cases exceeding 25 million. He handles the transactions from start to finish with tenacity and results. He lives a wonderful life, traveling and making[...]

Monthly Goal Check-In | Thor Conklin | Episode #651

November 27, 2019/0 Comments/in Mentoring /by Thor Conklin

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A Pause for Thanks, Then Back to the Work for Which I am Thankful

November 21, 2019/0 Comments/in Behavioral Finance, Business DNA, Communication DNA, Financial DNA /by Hugh Massie

My home country of Australia does not have a Thanksgiving celebration like America and Canada do. Since living in America over the last 15 years and now becoming a citizen I have enjoyed including this reflective holiday in my life. As we head toward Thanksgiving, one of the many things I am grateful for is […]

BEHAVIORAL FINANCE DATA AND TECHNOLOGY SOLUTIONS

Match advisory teams, clients, goals, risk, and solutions – turn financial personality into performance

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Online Courses Made Easy | Jonathan Denwood | Episode #656

Never Binge Again | Dr. Glenn Livingston | Episode #655

Don’t Self-Sabotage Your New Year Goal Setting

Monthly Goal Check-In | Thor Conklin | Episode #654

2020: Seeing More Customized Behavioral Experiences

Direct Mail Marketing | David Koplan | Episode #653

Sell Your Business for Top Dollar | Chad Peterson | Episode #652

Monthly Goal Check-In | Thor Conklin | Episode #651

A Pause for Thanks, Then Back to the Work for Which I am Thankful

Let’s Connect

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BEHAVIORAL FINANCE DATA AND TECHNOLOGY SOLUTIONS

Match advisory teams, clients, goals, risk, and solutions – turn financial personality into performance

Know Engage Grow your people

Let’s Connect

Let’s Explore

Let’s Meet

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