Wealth Management Psych Out

In “Wealth Management Psych Out”, Donna Mitchell explains how behavioral finance has moved from theory to practice, informing tools and techniques for connecting with wealthy clients.

Included in the article is an interview from Hugh Massie, President of DNA Behavior International and a former financial advisor for wealthy families and entrepreneurs. He discusses how he was driven to develop the Financial DNA program after a friend asked him what he was passionate about. “I decided I was passionate about the human side of wealth management,” Massie says.

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