Taking the Mystery Out of Investor Behavior
As we all know wealth mentoring entails helping your clients achieve greater financial goals. You provide them with guidance and assistance that unlocks their full potential, manages their emotions, and allows them to live with meaning. Which raises 2 questions: what is your role in advising clients? Is it to help them manage their behavior […]
Innovative Tech Solutions For Talent And Culture Are On The Menu
We recently brought together leaders, influencers and tech wizards from human resources and related fields for DNA Behaviors Thought Accelerators: Future HRtech interactive dinner. Think Mastermind meets think-tank meets great meal at which participants discuss, debate and parse leveraging behavioral insights at scale across a broad range of applications. Participants who are more familiar with […]
Behavioral Science Teams Increasingly Important to Financial Services
This article first appeared on Nasdaq. Behavioral sciences teams can influence business strategy, decision-making and service offerings through deep insight into human behavior. Such a teams ability to understand behaviors helps mitigate failure and decrease industry waste. The more innovative financial services companies are starting to appoint behavioral teams. They understand the power of applying […]
11 Leadership Styles That Shape A Winning Organization
Building and shaping the culture of an organization begins with the behavior of the leaders. When leaders are behaviorally smart, and understand their leadership and communication style, they are more likely to set the kind of example they want everyone to follow. There is no one leadership style fits all. The key, through self-awareness, is […]
Advising Entrepreneurs, as a Financial Advisor
A good idea, a solid strategy, an understanding of clients genetic makeup could be a ticket to their success. But without this insight – failure is more likely both for you as an advisor and for the client who wants to be an entrepreneur. DNA Behavior International’s extensive research from recent academic research and studies […]
Entrepreneurial Lone Wolves Can’t Be Successful
Entrepreneurs can’t do it alone. From start-up, the entrepreneur has many roles and will not have the skill set for all of them. Building the right team around them is critical to building a successful business. Sir Richard Branson makes the following observation: People tend to think of entrepreneurs as lone heroes, but this isn’t […]
Are Entrepreneurs Born or Made?
Like me, many of you instinctively knew that you had a strong desire to start a business and then at some point, the right innovative idea came along and in you jumped. Then along the way, the entrepreneurial journey turned out much harder than you had expected – both emotionally and financially. Having built five […]
Today I’m Going to be an Entrepreneur!
Yes, there are times individuals wake up with an amazing idea and are convinced they are the next Sir Richard Branson, Bill Gates or Mark Zuckerberg. They persuade themselves that they are an entrepreneur. They may even attract investment for their idea. The market might be excited by this new offering BUT the truth is […]
Solving The Dangerous Voids in Risk Profiling
No doubt, intense discussions surrounding risk tolerance and behavioral finance are on the rise. Michael Kitces, who writes the Nerds Eye View Blog, has written a very good summary on the state of play regarding risk tolerance questionnaires in his article: The Sorry State of Risk Profiling Questionnaires for Advisors. Michael articulates various risk factors […]
