Financial Advisors + ID + EI – What Does It All Mean?

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) […]

Financial DNA Empowering Female Voices

Earlier this year, I sat down with Danny Liberatore from The Wealth Enrichment Financial Group to discuss the impact Financial DNA has had on his practice, and how it transformed the way he works with his clients.  Working with female investors One of my biggest takeaways from our identity conversation was Danny’s approach in working […]

dna behavior community

Who Is Your Community and How Are You Influencing It?

– First Published on Nasdaq – In many ways, the pandemic denied us access to the ever-important concept of “community.” We had to find new and innovative ways to stay in touch with others. Still, there is no true substitute for one-on-one or one-on-many connections. Especially those with a range of people with which to build relationships […]

kim curtis identity interview

Identity Conversation with Hugh – Facilitator of Difficult Life Conversations

Have you ever wondered why smart people make bad investment mistakes? Or how can you work towards reaching financial independence? In this identity interview, Hugh sits down with Kim Curtis. She is a personal finance expert, author of “Money Secrets” and Founder and CEO of The Wealth Legacy Institute, Inc. With her rich background in […]

Recognize, Break Away From Herd Mentality

– First Published on Nasdaq – one of the challenges financial advisors face is the tendency for their clients to come to them already influenced by “group” think or herd mentality. “Everybody is buying XYZ; I need to get in on this!”. “No one is staying in International Doodads. The guys on my Pickle Ball team say […]

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 […]

Tech solutions

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

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 […]

As a Financial Advisor, how do you advise Entrepreneurs

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 […]