Would Your Clients Recommend You to a Friend?

This article first appeared on Nasdaq. I wonder how many advisors ask their clients some version of, Would you recommend me to your friends? The advisor-client relationship is a personal ...
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The ‘Behavioral Economy’: Money Attitudes Drive Decisions

This article first appeared on Nasdaq. In my travels I notice how many employees – across myriad organizations – are growing noticeably more frustrated with their leaders. They also express ...
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Coronavirus Fear is Not a Winning Investment Strategy

In crisis the tendency is for all of us to react emotionally and follow the herd. With headlines screaming a global economic downfall due to a flu pandemic, remember you ...
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People Behave Differently – Thankfully

This article first appeared on HR Management App. As the founder of a Human Performance Acceleration firm, I've come to understand the importance of diversity, not just on boards and ...
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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 ...
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2020: Seeing More Customized Behavioral Experiences

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

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 ...
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Quick or Quality? How About Both? (And We’re Scalable!)

In looking to leverage human behavioral insights to solve business problems and tailor employee and client offerings, do you want a very few questions that grab some data points so ...
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Short Investment of Time Can Pay Dividends for a Lifetime

Short Investment of Time Can Pay Dividends for a Lifetime

This article first appeared on Nasdaq. We've been having an interesting conversation in our office about how often we have been required to complete a questionnaire, how long they have ...
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