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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...
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...
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...
In recent weeks we have strongly focused our messaging around "business transformation". In particular, the need to address the client exper...
For advisors, growing your financial planning business is about getting more of the right clients who you can profitably serve on a sustaine...
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...
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...
In my work with entrepreneurs and family business owners there are quite divergent views about whether to bring children into the family bus...
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...
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...
Last week I participated in a learning program for fast growth businesses conducted by Verne Harnish (founder of Gazelles, Inc) who is world...
When one looks at business, it is easy to miss or not appreciate the importance of private businesses and entrepreneurship. How often do you...
I have just read KPMG's Swiss Financial Services Newsletter for August 2008. The newsletter provides very sharp insights into the increasing...
In recent months I have written a few blogs about corporate governance and business risk management. I have expressed the view that many of...
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...
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...
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...
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...
Today, I listened to a great presentation by Tal Ben-Shahar who teaches positive psychology at Harvard University. Interestingly, his 2 cour...
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...
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...
When I was a financial planner and even before that a CPA, I had regularly observed that people's behavior and decision-making patterns chan...
I have had some interesting discussions in the past week with financial advisors and managers of advisors. With the financial downturn every...
I have had some interesting discussions in the past few weeks with business leaders from many different industries and backgrounds in the Un...
At the moment there is alot of talk about the collapsing business and financial environment. For everyone it is having an impact in all sort...
In the financial services industry there are a lot of supporters for the use of behavioral profiles as part of the client discovery process...
A statement I have been making to many people for the last 10 years is: "Investment markets cannot be controlled, but how you manage your re...
Hang on. Where is the market going to? Will the Dow be 5000 in the next few months by June 2009 or 22000 in 6 years? Who knows. They are int...
Well the stock market has gone to 10 year lows. Has it hit the bottom? That is not necessarily the crucial issue although this downward spir...
With turbulent financial markets it is far more likely that your true financial behavior will emerge and strongly influence your financial d...
For a few years now there has been an increasing trend toward people taking steps to find greater meaning in their life. Gradually, more and...
Generally in business, and particularly in financial services, people associate risk with the markets or economy. What we fail to drill down...
Would you prefer to be asked about your dreams or your goals? Last week in one of our Wealth Mentor Community Calls we discussed this very q...
On the weekend, I had the great fortune to listen to a very inspiring presentation by Dr. Ben Carson. Dr. Carson is a leading pediatric neur...
The stage is now set. The family have committed to a meeting. Further, the initial homework has been done with everyone completing their Fin...
What has been the impact of money on your family? This is a big question and one often addressed in a family meeting. Also, it is often aske...
Recently, I have had a great experience in reading a book called “The Energy of Money” by Maria Nemeth. I would thoroughly recommend this bo...
My last couple of podcasts have really hit on the issue of financial education to develop greater financial capability for the consumer. The...
Financial DNA was originally built based on our passion to see the consumer receive education to become more financially empowered and in ou...
Core to my passion is seeing people take more personal responsibility for their financial decisions. In the end this is actually key to your...
A common derailer that I have seen in many families is a lack of transparency. There is key information which is not being disclosed to othe...
Do you want greater family unity, and hence greater family harmony, wealth and ultimately a quality life? If yes, the key then is to start p...
One of the questions I am often asked is does birth order influence your behavioral style? Well, based on the research we have performed, bi...
Recent research into the human mind has found that the secret to success in any long-term endeavor, whether it be in business, relationships...
Life purpose discovery is difficult and in many ways a journey in its own right. However, the process of discovery does become easier if a p...
The topic of money is missing from the coaching agenda full-stop. Why? Talking about money can be a very emotionally charged issue for both...
Last night I was called by a family friend (for the sake of the innocent Amy) who was being pushed by an advisor to make a major decision in...
Many financial decisions are a reflection of your life and behavior. Key to finding balance is helping the client objectively understand the...
My approach in working with client's has been to fairly early on in the conversation ask them: What are you passionate about? I have found t...
What sets a truly great individual apart from others is often found in their ongoing commitment to growth and personal development. An impor...
During a recent Wealth Mentor Training with a group of financial advisors we were discussing our definitions of a “Quality Life”. A number o...