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 […]

Know Your Client and Let Them Share in the Experience

The question we are most often asked is will my client want to participate in the Financial DNA Discovery Process? Our Wealth Advisors have had very few clients resist participating. The reality is people do enjoy learning about themselves. It can even help in their business and personal lives. It is liberating for them to […]

WTF DNA (Why Try Financial DNA)

So, you’ve decided that using a behavioral finance tool can help your practice. You have taken the trial, learned from the training how DNA Behavior’s tools work, and how to understand your different types of clients. Now comes the most important part: how do you implement these new tools into your office’s routine? Good financial […]

behavioral fnance

So You Think You Know Me? Here’s What You Missed

Do you think your sales team is connecting (i.e., maximizing revenue) with all the advisors in their territory? They might tell you they are but read on. I’m very intuitive, said the wholesaler of a major asset management firm. Excellent, we should get along very well, I replied. I was talking with a wholesaler who […]

Are Your Clients Cheating on You?

He’s Just Not that Into You. Some of you may remember this popular advice book about relationships. So what does that have to do with financial planning? Knowing that 93.6% of the financial planning process is the behavioral management of the client, I’d say the answer is plenty. Fifty-five percent of investors with $500,000 or […]

Don’t Let Behavioral Biases Cost You Money!

A key principle to remember is that each client reacts differently to the same market events. This is because they each have a unique mix of behavioral biases. This begs the question, how will you manage your different clients’ emotions as the market changes? In the financial planning process, some clients tend to make financial […]

Does Behavioral Coaching Help?

The ROI of addressing the human side of wealth management has long been questioned. However, we intuitively know that behavioral management of the advisor and client is the primary driver of the end result. There is so much benefit for clients in having a financial advisor who is prepared to behaviorally coach them. For the […]

Focus on the Behavioral Coaching of Clients

Have you ever fully dissected the value of the service you are providing to your clients? This is an exercise that I highly recommend you do as a way of reviewing the value proposition to your clients and the brand promise. Whilst many advisors do not want to be measured solely on the investment performance, […]

Using Behavioral Intelligence to Navigate Couple Differences

Let’s examine the client experience in your financial services practice. Who is the first person I would come in contact with at your firm? Are they trained in the behavioral intelligence of your clients? Do they even have the data in your CRM so they can easily remind themselves how to adjust their style to […]