DNA Behavior Performance Blog | Advisor Performance

The Most Common Mistake Advisors Make

By Hugh Massie ⋅ November 22, 2011 ⋅ Post a comment

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.

The Rules of Engagement

By Peggy Mengel ⋅ November 2, 2011 ⋅ One comment

Everyone is talking about client engagement, but what are firms actually doing about it? Client engagement is not just about “good feelings”; it has emerged as the #1 driving factor in revenue growth.

The Anchored Implementer

By Hugh Massie ⋅ September 19, 2011 ⋅ Post a comment

Naturally consistent and experience-driven people will be “Anchored Implementers” who are able to focus on a plan but may overvalue proven strategies.

The Pioneering Goal Driver

By Hugh Massie ⋅ July 26, 2011 ⋅ Post a comment

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.

Clients Enjoy Participating in DNA Discovery

By Hugh Massie ⋅ July 13, 2011 ⋅ One comment

The reality is people do enjoy learning about themselves. It is liberating for them to know what their strengths are and the struggle areas. The key point is that the client feels understood.

Behavioral Insight 6: Re-Framing Information Based on Learning Styles

By Hugh Massie ⋅ July 6, 2011 ⋅ Post a comment

The difference between what the advisor said and what the client heard will be attributable to the behavioral lens of each. The communication of products and solutions must be adapted based on different learning styles.

Specific Communication Keys for Each Style

By Hugh Massie ⋅ June 10, 2011 ⋅ 2 comments

Imagine a telephone call coming in for your team. What if you could automatically know which team member should pick it up, how to communicate with the client, and how to manage the work flow and even product or solution offerings? This really is the “Ideal Advisory Business.”

New DNA Report Structure Highlights the Bright Spot of DNA Behavior

By Hugh Massie ⋅ May 25, 2011 ⋅ Post a comment

In all businesses, it is important to discover your greatest strengths in order to build client engagement and improve performance. How does your solution or the service experience you provide differentiate you from your competitors? What sustainable value are you providing to your clients?
Recently, we conducted research to discover the bright spot of DNA Behavior [...]

Advisor Client Matching

By Hugh Massie ⋅ May 19, 2011 ⋅ One comment

Differences between people are wonderful, and they can be capitalized on to get great results. However, differences also divide and must be understood, accepted and respected by us in order to get along and build client relationships.

Four Primary Communication Styles

By Hugh Massie ⋅ May 9, 2011 ⋅ One comment

The wise advisor will be aware that in a competitive New Behavioral Economy, knowing client Communication Styles will be the key to increasing revenues and having less personal frustration from playing mind games in figuring out the client. It will then come down to the tactics that get employed to know the client.

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