Looking Back, Looking Ahead Measuring and Managing Behavioral Differences Across Any Challenge

Top 5 Non-Financial Work Rewards To Motivate And Retain Your Employees

Attracting and retaining top-performing employees, as well as improving productivity levels can be achieved in a number of ways, and not only through monetary incentives.  In a competitive business climate, leaders should not only consider rewards and recognition programs, but also the critical elements that provide each employee with a sense of workplace alignment. Below […]

A Veteran’s Day Tribute with Brian Sulc

For the past few years, we at DNA Behavior have always acknowledged and celebrated our community of veterans on National Veterans Day. We take it to heart to honor those who wear and have worn the uniform of our armed forces.   I have served in the Air Force for a few years and can honestly say that the camaraderie you […]

How to Get Started With Financial DNA in 5 Steps

Financial DNA is a comprehensive and customizable tool. It will guide you to work alongside your clients as they tune into their financial personality and money habits.  By using the very same tool top advisors around the world are using, you will be able to enhance your investor experience. We have created this guide to […]

5 Things to Know About Behavioral Finance

To be able to fully understand an investor’s decision-making process, financial advisors need to equip themselves with the knowledge, skills, and understanding of Behavioral Finance. When taken right back to the bare bones of it all, a human being’s most basic natural instincts are based on emotions and psychological reactions triggered by a variety of […]

What Behavioral Style Are You?

You are a team leader, a coach, or a financial advisor, you are quite familiar with the human relationships aspect of your work. Imagine if there was a special pair of ‘insight’ glasses that you could wear while reading through resumes or talking with potential prospects. These special glasses would allow you to know how […]

How the Pandemic Affected Our Spending Habits – Sharing Our Most Unusual Purchases

Who in the 21st century would have believed they would be part of a worldwide pandemic, forced into isolation with limited access to life as they knew it? Within 24 hours, lives changed, natural behaviors were exposed, and so were spending patterns. While people were confined to their homes, it became undeniable that the pandemic […]

Investment Committee Membership: Professional Significance Isn’t Enough

– First Published on Nasdaq – Investment Committees have historically been formed based on members’ professional experience. But in today’s climate, would these committees stand up to the scrutiny of diversity, equality, and inclusion (DEI), I wonder? Like many areas of the financial services industry, much lip service is paid to DEI, yet despite accepted benefits in […]

Money: The Greatest Gravitational Force Impacting Decision Making

– First Published on Nasdaq – I’ve asked many advisors over the past few years, “How much time do you truly spend understanding the emotional behavior of your clients?” On average, the consensus is about 10%. I then ask, “How much time do you spend understanding your clients’ identity?” this question is met with a blank stare. […]