Leadership

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 […]

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 […]

Entrepreneurs Cant be Lone Wolves and be Successful

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 […]

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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 […]

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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 […]

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Behaviorally Smart Data Mining – for Financial Advisors

The explosion of available information from social media, together with significant techniques for capturing this data, now provides financial advisors with a gold mine of information to help them identify and connect with clients. Big Data gathering is only a starting point in terms of capturing user behavior. It delivers a glimpse of the client […]

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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 […]

Avoid Irrelevance- Reinvent Your Financial Practice

5 Tips To Managing Your Advisor’s Behavioral Bias

So what exactly is Behavior Bias? And can it be avoided? Yes, Behavioral Bias can be mitigated, it’s just a matter of developing Financial EQ through behavioral awareness. Good questions for Investors to ask and answer: Why do some Advisors repeatedly lose wealth and others accumulate it? Why, after developing investment goals, do some advisors […]

5 Tips for Behaviorally Driven Goals-Based Planning

5 Tips for Behaviorally Driven Goals-Based Planning

Times continue to change for financial advisors. Investor fears, lack of confidence and market uncertainty are provoking clients to demand better, more personalized advice from their advisors. Financial advisors who have moved to a behaviorally driven goals-based planning process will be the winners. Since the global financial crisis and recession, clients are driving the industry. […]