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With the Power of Personality, Make Clients Goals a Reality

The greatest challenge to families setting goals is their behavior. Naturally, each member will have their own views, but only the most outspoken and take-charge individuals will command ...
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New reports, new first impressions

You asked, and we listened. Last year, we were asked to give the DNA reports a facelift. We agree that first impressions matter so the products team and I spent ...
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New Business DNA features to save you time

2016 will be a year to remember for the entire DNA Behavior team. The enormous growth has been both exhilarating and humbling. The product and development teams, in particular, will ...
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Financial DNA Client Dashboards and other new Features

2016 will be a year to remember for the entire DNA Behavior team. The enormous growth has been both exhilarating and humbling. The product and development teams, in particular, will ...
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New Communication DNA web experience

2016 will be a year to remember for the entire DNA Behavior team. The enormous growth has been both exhilarating and humbling. The product and development teams, in particular, will ...
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Money Management Apps

Make Money Management More Manageable: 5 Free Apps

/ / Behavioral Finance / No Comments
Not all FinTech is B2B or strictly geared towards financial advisors. In fact, there are some really cool apps out there to make money management more manageable. Here are 5 ...
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4 Hacks For Managing Your Nightmare Clients

Advisors and their staff love to stereotype their clients. Without even realizing it, most firms segment their clients based on communication style using a crude method of stereotyping ...
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Robo 2.0

Robo 2.0, Your Torrid Behavioral Finance Fantasy Comes True

Yesterday, my friend shared a link to a new artificially intelligent personal assistant that can communicate independently with clients. Her name is Amy and she is superwoman compared ...
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If Oprah Jumped Off of a Cliff, Would Your Clients Follow?

/ / Behavioral Finance / 1 Comment
Routinely, we are asked by financial advisors to provide specific examples for the various behavioral biases. On October 19th, we witnessed a textbook case of a behavioral bias ...
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