Defining the culture is easy–what’s most difficult is to convert cultural beliefs into actual, congruent behaviors.
What is the most common mistake that Advisors make? Hugh Massie discusses what he believes is the most common mistake of Advisors – and how this mistake can lead to loss of time, energy, strained relationships and even litigation.
When it comes to building meaningful and successful relationships with your family, friends, colleagues and clients, effective communication is foundational. The quality of your relationship with any person has a direct impact on the quality of decisions that get made. When the communication is poor, people start making decisions around each other because [...]
Naturally consistent and experience-driven people will be “Anchored Implementers” who are able to focus on a plan but may overvalue proven strategies.
Naturally daring and courageous people will be “Risk Taking Optimists” who are prepared to take opportunities but may take unnecessary risks at times.
Adapting to different communication styles is very important. However, the real game changer is customizing the client experience. How can the knowledge of Communication Styles be used to customize the service experiences for each client?
Currently, there is an increasing trend toward people searching to find greater meaning in their lives. Gradually, more and more people are having the courage to do it and not just talk about it. But it can be difficult to understand the steps that need to be taken to find more meaning without a plan, and understanding where you are ‘now’ and what needs to be done to reach your quality life goals.
Sonia Arrison tells us that living longer lifespans will affect all aspects of society. In her book, 100+ , Arrison acknowledges that doubling one’s lifespan and working years may sound overwhelming, however economists at the University of Chicago have demonstrated that longer lives mean greater wealth.
This post is part 7 of our 8 part series on increasing Client Engagement from our Client Relationship Performance in the New Behavioral Economy White Paper. The insights will demonstrate in practical terms how to apply predictive behavioral insights to tailor client communication [...]
Naturally ambitious and driven people will be “Pioneering Goal Drivers” who are focused on growing their wealth but may be overly focused on success. Address their goals and remember their need for quick action.
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