Capitalize on ESG Investing Via Your Tech Stack

– First Published on Nasdaq – The 1990s introduced “the triple bottom line” as a measure of the integrity and sustainability of a business. Investors wanted to know their money was doing something meaningful, understanding that the “triple” in question is profit, people and the planet. The concept evolved into Environmental, Social and Corporate Governance (ESG) and […]

The Behavior & Money Insights Company – An Origin Story

Today, DNA Behavior is known for its groundbreaking approach in managing client-advisor relationships. Through its 500+ insights, companies have succeeded in reshaping the way they deliver wealth management services. However, have you ever wondered how it all started?  Chairman & Founder Hugh Massie recently sat down with Nikki Evans, our Chief Learning Officer to discuss […]

What Do Decision-Making and Financial Literacy Have in Common?

Have you ever wondered what goes into each individual’s decision-making process? We make decisions based on facts and information that is delivered to us.  When it comes to managing money, the same rules apply. How does that affect financial advisors and their relationships with their clients? Find out more in the newest episode of FizWizdom […]

Creating Wealth Starts With Financial Health

Our behavioral tendencies affect all aspects of our lives, especially our financial decision-making process. Managing money can be a stressful endeavor at times. The best way to ensure you’re making the right financial decisions is to start by better understanding your innate behavior and how you cope with pressure. Amongst the many financial literacy resources […]

Business man seated at desk looking at paperwork

X-Factor: Discovery, Awareness, Then Leadership

First published on Nasdaq I’ve been having what I call Identity Conversations with financial advisors, industry leaders and others. It has clarified for me – and for them – that the more advisors and leaders come to understand their own identity, the better they can guide others to make more effective decisions. John Maxwell, an […]

Dream Smart Academy Behavioral SuperPowers Community

It’s always interested me to hear stories about how people are using DNA Behavior discovery to cause disruptive transformation in their life and business. Over the past 7 years, the DreamSmart Academy based in Temecula, CA has been growing a movement based on every person knowing their “Behavioral SuperPowers”. This is the essence of the […]

Identity Conversation with Hugh – Behavioral Design Influencer

Whenever I think of a behavioral design influencer, my dear friend Deborah De Jong always comes to mind. With a passion for interior design, she took interest in human behavior early on in her career. Deborah is a renowned interior designer, TV personality, business consultant, and the Founder and CEO of Emmanuel One Pty Ltd. […]

Crucial Stock Market Takeaways from COVID-19

This last year will forever be remembered by investors for the impact of the COVID-19 pandemic. Global stocks suffered some of the quickest declines on record, and financial advisors around the world were faced with the daunting task of managing their client’s reactions to the pandemic. If you had any discussions with your clients about […]