Behavioral Finance

RSS feed for this section
This category contains 28 posts

The Cooperative Compliant Client

By Hugh Massie ⋅ May 2, 2012 ⋅ Post a comment

Naturally practical and diplomatic people will be Community Builders who are “Cooperative Compliants”. Without advice they will tend to suffer from the disposition effect of selling winners and hang on to losers because of their naturally hesitant nature.

Financial DNA Provides “All-In-One” Financial Personality Reporting to include Natural Risk Behavior

By Hugh Massie ⋅ April 11, 2012 ⋅ Post a comment

Our new condensed Financial DNA Natural Behavior Summary Report includes a specific new section on “Natural Behavior Investment Portfolio Parameters”. This is very important in understanding the client’s decision-making patterns and communicating with them.

The Take-Charge Visionary

By Hugh Massie ⋅ March 19, 2012 ⋅ One comment

Naturally big-picture thinkers and decisive people will be Initiators who are “Take-Charge Visionaries”. They know where they are going and will have a consolidated view of their investment portfolio.

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.

A Process for Building Your Quality Life

By Hugh Massie ⋅ August 17, 2011 ⋅ Post a comment

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.

Will We Live to 150 Years Old?

By Hugh Massie ⋅ August 11, 2011 ⋅ Post a comment

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.

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.

Financial Personality Under Pressure

By Hugh Massie ⋅ June 16, 2011 ⋅ Post a comment

Hugh Massie of DNA Behavior International talks with AdvisorTV and Financial Planning Magazine about the predictability of investor decision making.

« Previous —

Bookmark and Share

Blog Directory Toplist