Currently, there is an increasing trend toward people searching to find greater meaning in their lives. Gradually, more and more people are having the courage to do it and not just talk about it. But it can be difficult to understand the steps that need to be taken to find more meaning without a plan, and understanding where you are ‘now’ and what needs to be done to reach your quality life goals.
Sonia Arrison tells us that living longer lifespans will affect all aspects of society. In her book, 100+ , Arrison acknowledges that doubling ones lifespan and working years may sound overwhelming, however economists at the University of Chicago have demonstrated that longer lives mean greater wealth.
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 […]
I recently read an article, The Success Formula, that talked about the future direction of businesses. Heres an interesting trend: hiring people not because they fit in a box-like job description, but because they have the skills and talents that matches the companys mission and vision.
Naturally ambitious and driven people will be Pioneering Goal Drivers who are focused on growing their wealth but may be overly focused on success. Address their goals and remember their need for quick action.
The difference between what the advisor said and what the client heard will be attributable to the behavioral lens of each. The communication of products and solutions must be adapted based on different learning styles.
Being an avid sports fan for many years, I have recently become even more intrigued with the inner game that allows successful sports icons and teams continue their winning ways. There is much to be learned through the amazing parallels between the sports and business world.
Hugh Massie of DNA Behavior International talks with AdvisorTV and Financial Planning Magazine about the predictability of investor decision making.
Imagine a telephone call coming in for your team. What if you could automatically know which team member should pick it up, how to communicate with the client, and how to manage the work flow and even product or solution offerings? This really is the Ideal Advisory Business.