The Team Adapts to Different Communication Styles

This post is part 7 of our 8 part series on increasing Client Engagement from our Client Relationship Performance in the New Behavioral Economy White Paper. The insights will demonstrate in practical terms how to apply predictive behavioral insights to tailor client communication and provide unique client experiences. Behavioral Insight 7: The Team Adapts to […]

New DNA Report Structure Highlights the Bright Spot of DNA Behavior

In all businesses, it is important to discover your greatest strengths in order to build client engagement and improve performance.? How does your solution or the service experience you provide differentiate you from your competitors? What sustainable value are you providing to your clients? Recently, we conducted research to discover the bright spot of DNA […]

Four Primary Communication Styles

The wise advisor will be aware that in a competitive New Behavioral Economy, knowing client Communication Styles will be the key to increasing revenues and having less personal frustration from playing mind games in figuring out the client. It will then come down to the tactics that get employed to know the client.

Advisors Creating Lasting Value With Customized Experiences

An article by James Fennessy in the Australian Banking and Finance magazine on March 10, 2011 highlights a key challenge for financial advisors. That is delivering value to their clients and getting paid for it. How do advisors demonstrate the trust in their advice to get paid for it? The article points out that the […]