Know Your Client's Trust Levels
Last week I was working with one of our Certified Wealth Mentors with my role to offer some behavioral insights on some difficult client cas...
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Education
Financial DNA - Discovering Your Unique Financial Personality for a Quality Life!
Your financial future may depend as much on your personality as it does on your portfolio. That's the idea behind a growing trend in the financial planning industry. These podcasts will give...
Episodes
20 of 85 episodesDo You Know Your Clients?
No matter the industry, providers of products and services are always saying something to the effect of: "You are blind as to who is going t...
Business Transformation
In recent weeks we have strongly focused our messaging around "business transformation". In particular, the need to address the client exper...
Transform Your Client Experience to Grow
For advisors, growing your financial planning business is about getting more of the right clients who you can profitably serve on a sustaine...
Improving the Connection with Your Prospects and Clients
Have you considered what is going to propel growth in your business in the coming months and years? Schwab conducted a research study in Mar...
Advisor Trust
The theme at this week's FPA Conference in Annaheim centered on trust. Becoming the trusted advisor is not a new idea however, it is increas...
Bringing Children Into The Family Business
In my work with entrepreneurs and family business owners there are quite divergent views about whether to bring children into the family bus...
New Financial DNA Developments for Addressing Risk Tolerance
Risk tolerance is a much talked about area in financial planning and it is one core component of an investor's unique financial behavior - w...
Dream Bigger Than You Can Think
In recent times I have done a lot of talking about your "success impediments". What is getting in your way to success? A lot of the time it...
The Big Question
Last week I participated in a learning program for fast growth businesses conducted by Verne Harnish (founder of Gazelles, Inc) who is world...
Importance of Private Businesses to Business
When one looks at business, it is easy to miss or not appreciate the importance of private businesses and entrepreneurship. How often do you...
Global Transition for High Net Worth Individuals
I have just read KPMG's Swiss Financial Services Newsletter for August 2008. The newsletter provides very sharp insights into the increasing...
Effective Board Behavior
In recent months I have written a few blogs about corporate governance and business risk management. I have expressed the view that many of...
Identifying the Human Behavior Risks in Your Business
Back in March of this year, I wrote a blog about managing the human risks in your business. This issue has not gone off the radar screen. Id...
New DNA Behavioral Solutions to Accelerate Trust and Your Relationships
At the moment, more than ever, the whole notion of trust in every aspect of our lives is important. For many, trust is very low, if not shat...
Partnerships and Money Personalities
In the past few weeks we have had a number of people contact us who are starting some form of business partnership together. Most of the tim...
Shirt Sleeves to Shirt Sleeves in 3 Generations
In recent years there has been a lot written about how wealth created by the first generation (the entrepreneur) is lost by the third genera...
Changing Lives with Powerful Questions
Today, I listened to a great presentation by Tal Ben-Shahar who teaches positive psychology at Harvard University. Interestingly, his 2 cour...
Know Thy Investments
The primary foundations of Financial DNA are "Know Thyself" and Know Thy Client". However, what I have not spoken up much before about is "K...
Redeploying Your Talents
The current financial crisis is bringing to light a huge workplace shift. For many baby boomers, they only had one career or expected to hav...